Amy Rowe-stahl
Investment adviser representative at Frost Investment Services
13 yearsExperience
2 statesRegistered in
$3.7BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Frost Investment ServicesNov 2023 to now
- Frost Brokerage Services, IncOct 2023 to now
- Wells Fargo Clearing Services, LLCJul 2021 to Oct 2023
- Bbva Securities Inc.May 2013 to Jul 2021
- Bbva Compass Insurance Agency, Inc.Feb 2013 to Jul 2021
- Bbva Wealth Solutions Inc.Feb 2013 to Jul 2021
- Compass BankFeb 2013 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Frost Investment Services
Legal name: Frost Investment Services, LLC
$3.7BAssets managed
3,656Clients
163Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4143701
- Firm CRD
- 286129