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Alexander John Rokowski

Frost Investment Advisors, LLC

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About Alexander John Rokowski

Alexander Rokowski is a financial advisor in San Antonio, TX. Alexander has been in the industry since 2014. Alexander holds Series 3, 7 and 63 licenses. Alexander currently works for Frost Investment Advisors, LLC. In the past, Alexander worked for American Funds Distributors, Inc., and Babson Capital Securities LLC. Alexander is a Chartered Financial Analyst. Alexander's current registrations include a registration with the state of Texas. Alexander's specializations include financial planning, portfolio management for individuals, businesses and investment companies.

Firm Information

Alexander Rokowski 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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Alexander Rokowski’s Registration & Firm History

TX

02/27/2024 - Present

Frost Investment Advisors, LLC (SAN ANTONIO TX)

TX

05/30/2018 - 07/13/2023

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

NC

08/15/2014 - 05/20/2016

BABSON CAPITAL SECURITIES LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2014

Series 3 - National Commodity Futures Examination

BC

Issued 07/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander John Rokowski.
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