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Kyle Snyder

Frost Investment Services

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About Kyle Snyder

Kyle Snyder is a financial advisor at Frost Investment Services. Kyle has been working in the financial industry since 2019. Kyle is registered with FINRA and the state of Texas. Kyle also has a Series 7, Series 66 and a SIE license. Kyle is a licensed financial advisor with extensive experience in helping clients achieve their financial goals. Kyle has worked with clients of all types, including individuals, families, businesses, and institutions. Kyle is committed to providing personalized financial advice and helping clients make informed investment decisions.

Firm Information

Kyle Snyder 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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Kyle Snyder’s Registration & Firm History

TX

05/16/2023 - Present

Frost Investment Services (SOUTHLAKE TX)

TX

10/22/2019 - 05/05/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SOUTHLAKE TX)

TX

03/05/2019 - 09/24/2019

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

12/17/2018 - 02/05/2019

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 04/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Snyder.
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