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Erika Vaneza Montanaro

Frost Investment Services

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About Erika Vaneza Montanaro

Erika Vaneza Montanaro is an investment advisor representative at Frost Investment Services. Erika has been in the securities industry since December 13, 2012. Prior to joining Frost Investment Services, Erika was employed by BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc in McAllen, Texas. Erika is registered with the state of Texas as an investment advisor representative and has passed the Series 6, 7, 63, and 65 examinations. Erika’s specializations include fixed income, equity and mutual funds, and variable annuities. Erika specializes in working with individuals, corporations, and charitable organizations.

Firm Information

Erika Montanaro 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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Erika Montanaro’s Registration & Firm History

TX

01/28/2022 - Present

Frost Investment Services (San Antonio TX)

TX

05/16/2013 - 03/29/2018

BBVA SECURITIES INC. (MCALLEN TX)

TX

12/14/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (MCALLEN TX)

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Licenses & Designations

IA

Issued 09/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erika Vaneza Montanaro.
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