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Amy Rowe-stahl

Frost Investment Services

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About Amy Rowe-stahl

Amy Rowe-stahl is an investment advisor representative who has been in the industry since 2011. Amy is currently registered with Frost Investment Services and is licensed in Texas and New Mexico. Amy has previously been associated with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amy has a broad range of experience and expertise in financial planning and portfolio management. Amy provides financial planning services to individuals, businesses, and charitable organizations.

Firm Information

Amy Rowe-stahl is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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Amy Rowe-stahl’s Registration & Firm History

TX

11/02/2023 - Present

Frost Investment Services (SPRING TX)

TX

07/09/2021 - 10/25/2023

WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)

TX

05/16/2013 - 07/09/2021

BBVA SECURITIES INC. (THE WOODLANDS TX)

TX

02/27/2013 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)

TX

11/16/2011 - 02/20/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONROE TX)

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Licenses & Designations

BOTH

Issued 12/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Amy Rowe-stahl. Review regulatory record here.
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