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Michael Sauve Koury

Frost Investment Services

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About Michael Sauve Koury

Michael Sauve Koury is a financial advisor with Frost Investment Services in San Antonio, TX. Michael has been working in the financial services industry since 2003. Michael is a Series 65 and Series 66 licensed advisor and specializes in Portfolio Management for Businesses and Individuals. Michael has previously worked with TD Ameritrade, J.P. Morgan Securities, and Advisors Asset Management.

Firm Information

Michael Koury 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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Michael Koury’s Registration & Firm History

TX

04/03/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

01/26/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (San Antonio TX)

TX

04/11/2018 - 12/20/2023

TD AMERITRADE, INC. (SAN ANTONIO TX)

TX

04/19/2016 - 04/04/2018

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

TX

07/24/2012 - 02/16/2016

ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)

TX

08/30/2006 - 07/25/2012

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

TX

07/23/2003 - 07/06/2006

RAYMOND JAMES & ASSOCIATES, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 11/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/06/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 07/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Sauve Koury. Review regulatory record here.
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