Andrew David Nicely
Investment adviser representative at Frost Investment Services
14 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 yearsFirm in business
Are you Andrew David Nicely? Claim your profile
Contact this firm
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
14 years in the industry.
- Frost Investment ServicesAug 2025 to now
- Frost Brokerage Services, Inc.Aug 2025 to now
- Frost Investments ServicesAug 2025 to now
- J.P. Morgan Securities LLCOct 2021 to Aug 2025
- Morgan StanleyJul 2019 to Oct 2021
- Morgan StanleyAug 2017 to Jun 2019
- Morgan StanleyMay 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 5999768
- Firm CRD
- 286129