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Stephanie Denise Vosper

Investment adviser representative at Frost Investment Services
2 yearsExperience
1 stateRegistered 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

2 years in the industry.

  1. Frost BankJul 2015 to now
  2. Frost Brokerage Services IncJul 2015 to now
  3. Frost Investment ServicesJun 2017 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (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
5614683
Firm CRD
286129
Advisor's SEC record (opens in a new tab)
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