Kyle
Snyder

Frost Investment Services

CRD#6820586
Investment Advisor
in Southlake, TX

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About this Advisor

Kyle Snyder is a financial advisor based in Southlake, Texas, working with Frost Investment Services. Kyle has previously held positions at Domain At Oxford, University Of Mississippi, Boa Merrill Lynch, V Tool Showcases, Ole Miss Baseball, Axa Advisors, LLC, Fidelity Brokerage Services LLC, Stifel Nicolaus & Co Inc, and Frost Brokerage Services, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Kyle is part of Frost Investment Services, which operates out of Southlake, Texas. The firm has 50 offices and 166 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Frost Investment Services includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

641 E Southlake Blvd
Southlake, TX 76092

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,737,039,224

TX Average: $3,042,739,679
Total Number of Employees

166

TX Average: 49
Total Number of Accounts

2,792

TX Average: 2,315
Average Account Size

$980,315

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kyle Snyder Work History

2023 - Present (1 year)

Frost Brokerage Services, Inc

2019 - 2019 (< 1 year)

Fidelity Brokerage Services LLC

2019 - 2023 (4 years)

Stifel Nicolaus & Co Inc

2018 - 2019 (1 year)

Axa Advisors,LLC

2017 - 2017 (< 1 year)

Boa Merrill Lynch

2016 - 2018 (2 years)

Domain At Oxford

2015 - 2018 (3 years)

University Of Mississippi

2015 - 2017 (2 years)

V Tool Showcases

2015 - 2016 (1 year)

Ole Miss Baseball

Disclosures

Please visit the SEC profile of Kyle Snyder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frost Investment Services

Jack Repa
San Antonio, TX
Brian Nelson
Fort Worth, TX
Mark Itnyre
San Antonio, TX
Brian Molin
Houston, TX
Thomas Cagle
San Antonio, TX
Jake Fortenberry
San Antonio, TX
Carina Diaz
San Antonio, TX
Duncan Morrow
San Antonio, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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