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Steven Beau Gutierrez

Frost Investment Services

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About Steven Beau Gutierrez

Steven Beau Gutierrez is a financial advisor with Frost Investment Services in San Antonio, TX. Steven has been a registered representative for over 30 years. Steven also holds a Series 65 license, qualifying Steven as an Investment Advisor Representative. Steven works with corporations, individuals and charitable organizations to develop and implement investment strategies.

Firm Information

Steven Gutierrez 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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Steven Gutierrez’s Registration & Firm History

TX

08/09/2024 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

05/29/2007 - 04/18/2024

CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)

TX

07/08/1993 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 03/09/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/24/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/30/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Beau Gutierrez.
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