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Mary Margaret Grigsby

Frost Investment Services

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About Mary Margaret Grigsby

Mary Grigsby is a financial advisor affiliated with Frost Investment Services. Mary has been in the industry since October 2019. Mary holds a Series 63, Series 66 and Series 9 license. Mary has experience with Charles Schwab & Co., Inc. and UBS Financial Services Inc. Mary is also a board member of the Bynum School Endowment. Mary is registered to offer investment advice in Texas, California, Colorado and Hawaii.

Firm Information

Mary Grigsby 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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Mary Grigsby’s Registration & Firm History

TX

07/11/2023 - Present

Frost Investment Services (MIDLAND TX)

TX

06/02/2021 - 02/22/2022

UBS FINANCIAL SERVICES INC. (MIDLAND TX)

CO

01/14/2019 - 05/14/2021

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

CO

04/20/2018 - 12/12/2018

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 10/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/16/2019

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Margaret Grigsby.
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