Lucy
Cisneros
Frost Investment Services
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About this Advisor
Lucy Cisneros is a financial advisor working in San Antonio, Texas, who has 1 year of relevant experience. Cisneros is an advisor for Frost Investment Services. Their career trajectory has included roles at Frost Investment Services, Frost Bank, Frost Brokerage Services and Frost Brokerage Services, Inc. Cisneros has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Texas. Frost Investment Services is an advisory business that has its headquarters in San Antonio, TX. It has offices in 50 locations and a total of 105 people on staff. It manages $2 billion in assets among its 2,897 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves four charitable organizations. Of its 2,897 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. Frost Investment Services performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on the financial services offered. However, fee types charged by Frost Investment Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frost Investment Services Brokerage Details
$2,408,896,769
105
2,897
$831,514
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lucy Cisneros Work History
Lucy has been registered as a financial advisor for 1 years.*
Frost Investment Services
Frost Brokerage Services
Frost Investment Services
Frost Bank
Frost Brokerage Services, Inc
Frost Brokerage Services, Inc
*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 Lucy Cisneros to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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