Laura
Pinto

Frost Investment Services

CRD#4617284
Investment Advisor
in Austin, TX

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About this Advisor

Laura Pinto is a financial advisor who works in Austin, Texas who has 1 year of industry experience. Pinto works at Frost Investment Services. Throughout their career, Pinto has worked at Frost Bank and Frost Brokerage Services. Pinto holds a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Texas. Frost Investment Services is a business operating out of San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 employees. It controls $2 billion in assets under management across its 2,897 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 2,897 accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Frost Investment Services offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on which services are provided. Fees charged by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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

401 Congress Ave
Austin, TX 78701

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,408,896,769

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

105

TX Average: 49
Total Number of Accounts

2,897

TX Average: 2,315
Average Account Size

$831,514

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

Laura Pinto Work History

Laura has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Frost Brokerage Services

2002 - Present (22 years)

Frost Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laura Pinto 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

John Shorter
San Antonio, TX
Pamela Milstead
Spring, TX
Elizabeth Steen
San Antonio, TX
Michael Valadez
San Antonio, TX
Randall Moshier
San Antonio, TX
Duncan Morrow
San Antonio, TX
Rickey Franklin
San Antonio, TX
Selena Grupp
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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