linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony Allen Sacco

Frost Investment Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony Allen Sacco

Anthony Sacco is a financial advisor with over 18 years of experience in the industry. Anthony currently works for Frost Investment Services and is registered with FINRA and the state of Texas. Previously, Anthony has worked with Empower Financial Services, USI Securities, and Principal Securities. Anthony holds the Series 7, 63, 65, SIE and 6TO licenses. Anthony specializes in providing financial planning and portfolio management services to individuals and businesses. Anthony works primarily with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Anthony Sacco 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Sacco’s Registration & Firm History

TX

12/22/2022 - Present

Frost Investment Services (HOUSTON TX)

CO

07/22/2021 - 10/21/2022

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CT

06/11/2020 - 07/16/2021

USI SECURITIES, INC. (GLASTONBURY CT)

TX

02/03/2005 - 05/19/2020

PRINCIPAL SECURITIES, INC. (HOUSTON TX)

MO

10/15/2002 - 05/05/2003

EDWARD JONES (ST. LOUIS MO)

Not sure if Anthony Allen Sacco is right for you?

Licenses & Designations

IA

Issued 07/22/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Allen Sacco.
Not sure if Anthony Allen Sacco is right for you?