Steven
Eisnaugle

Frost Investment Services

CRD#3023156
Investment Advisor
in Dallas, TX
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About this Advisor

Steven Eisnaugle is a certified financial planner working out of Dallas, Texas, with 11 years in the industry. Eisnaugle is an advisor for Frost Investment Services. Their career trajectory has included roles at Frost Brokerage Services, Northern Trust Bank, Northern Trust Securities, Inc and Frost Bank. Eisnaugle maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Texas. Frost Investment Services is a financial advisory firm that has its headquarters in Dallas, Texas. The firm has offices in five locations and a total of 91 advisors. It controls $1 billion in assets under management among its 922 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 922 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice largely are based on which services the firm provides the client. Fees charged by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

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

Disclosures

No

Office Location

2950 N. Harwood Fl14
Dallas, TX 75201

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Frost Investment Services Brokerage Details

Total Assets Under Management

$1,237,493,348

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

61

TX Average: 49
Total Number of Accounts

1,468

TX Average: 2,315
Average Account Size

$842,979

TX Average: $1,314,358

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Investment Advisory Services

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

Steven Eisnaugle Work History

Steven has 11 years of experience.

2018 - Present (1 year)

Frost Brokerage Services

2013 - Present (6 years)

Frost Bank

2007 - 2013 (6 years)

Northern Trust Bank

2007 - 2013 (6 years)

Northern Trust Securities, Inc

Disclosures

Steven Eisnaugle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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