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Dayton Daniel Schmalzried

Frost Investment Services

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About Dayton Daniel Schmalzried

Dayton Daniel Schmalzried is a Certified Financial Planner™ who has worked in the financial services industry since 2015. Dayton is currently registered with Frost Investment Services and is licensed to provide investment advice in Texas. Dayton's career history includes roles at Leading Edge Financial Planning, Advanced Call Center Technologies, LLC, and Coach Distribution Center. Dayton specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Dayton Schmalzried 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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Dayton Schmalzried’s Registration & Firm History

TX

10/29/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dayton Daniel Schmalzried.
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