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Christopher Scott Walsh

Frost Investment Services

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About Christopher Scott Walsh

Christopher Walsh is a registered representative with Frost Investment Services. Christopher has been in the industry since March 1996. Christopher is licensed to provide investment advice and securities services in Texas. Christopher has experience in the financial services industry with previous employers including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Christopher Walsh 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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Christopher Walsh’s Registration & Firm History

TX

06/10/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

FL

05/29/2007 - 10/02/2023

CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)

FL

12/09/2004 - 05/21/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

NY

04/18/1995 - 09/09/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/30/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2006

Series 24 - General Securities Principal Examination

BC

Issued 08/11/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/06/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Scott Walsh.
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