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Alan Robert Adelman

Frost Investment Advisors, LLC

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About Alan Robert Adelman

Alan Adelman is an investment advisor representative who has been working in the financial services industry since 1982. Alan Adelman is currently registered with Frost Investment Advisors, LLC. Alan Adelman has experience working with insurance companies, investment companies, and other corporations. Alan Adelman specializes in providing portfolio management services to individuals, businesses, and investment companies. Alan Adelman has experience working with a variety of clients, including endowments, insurance companies, and investment companies. Alan Adelman's previous employers include Shearson Lehman Hutton Inc., Shearson Pacific, and Wells Fargo Brokerage Corporation. Alan Adelman holds a Series 7, Series 63, and Series 65 license.

Firm Information

Alan Adelman is currently registered with Frost Investment Advisors, LLC. Frost Investment Advisors, LLC is an investment advisor registered with the SEC. The firm, headquartered in San Antonio, Texas, provides portfolio management services for businesses, individuals, and investment companies. Their regulatory assets under management total $4.94 billion across 11 accounts. They primarily serve insurance companies, investment companies, and endowments.
Frost Investment Advisors, LLC

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$4.94B

Assets Under Management

3

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Provide models to 3rd parties and receive asset-based fees

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Alan Adelman’s Registration & Firm History

TX

07/30/2019 - Present

Frost Investment Advisors, LLC (SAN ANTONIO TX)

NA

02/23/1988 - 07/19/1988

SHEARSON LEHMAN HUTTON INC.

NA

11/04/1986 - 02/13/1988

SHEARSON PACIFIC

NA

10/20/1986 - 11/05/1986

WELLS FARGO BROKERAGE CORPORATION

NA

12/22/1982 - 05/01/1984

SHEARSON/AMERICAN EXPRESS INC.

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Licenses & Designations

IA

Issued 07/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Robert Adelman.
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