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Craig Steven Miller

Frost Investment Services

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About Craig Steven Miller

Craig Steven Miller is a financial advisor with Frost Investment Services. Craig is registered with the Securities and Exchange Commission and is a member of FINRA. Craig's firm, Frost Investment Services, has been in business for over 100 years and has a strong reputation for providing personalized financial advice to individuals, families, and businesses. Craig has been a financial advisor for over 25 years and has a wide range of experience in financial planning, investment management, and retirement planning. Craig is committed to providing his clients with the highest level of service and expertise.

Firm Information

Craig Miller 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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Craig Miller’s Registration & Firm History

TX

01/25/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

02/07/2003 - 10/20/2003

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NJ

12/01/2000 - 02/26/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

05/22/1997 - 12/06/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1998

Series 3 - National Commodity Futures Examination

BC

Issued 05/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Steven Miller.
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