Robert
Malina

Frost Investment Services

CRD#6459751
Investment Advisor
in Austin, TX

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About this Advisor

Robert Malina is a financial advisor working out of Austin, Texas with a total of 1 year of industry experience. Malina is an advisor for Frost Investment Services. Over the course of their career, Malina has held roles at Frost Bank, Frost Brokerage Services Inc, Sente Mortgage and Frost Investment Services. Malina has a Series 63 license, certifying them as a securities representative, and can operate in Texas. Frost Investment Services is a registered investment firm that has its headquarters in San Antonio, TX. The investment advisory business has offices in 50 locations and a total of 105 advisors. It controls $2 billion in assets under management across its 2,897 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 2,897 accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely depend on the financial services provided. Fee types 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

2425 Exposition Blvd
Austin, TX 78703

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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

Robert Malina Work History

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

2015 - Present (9 years)

Frost Brokerage Services Inc

2014 - Present (10 years)

Frost Bank

2017 - 2017 (< 1 year)

Frost Investment Services

2012 - 2014 (2 years)

Sente Mortgage

*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 Robert Malina 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

Elizabeth Steen
San Antonio, TX
John Shorter
San Antonio, TX
Pamela Milstead
Spring, TX
Duncan Morrow
San Antonio, TX
Alberto Chavez
San Antonio, TX
John Clanton
Fort Worth, TX
Christina Rodgers
San Antonio, TX
Jonathan Kotecki
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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