Skip to content

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

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.

  1. Frost Investment ServicesAug 2025 to now
  2. Frost Brokerage Services, Inc.Aug 2025 to now
  3. Frost Investments ServicesAug 2025 to now
  4. J.P. Morgan Securities LLCOct 2021 to Aug 2025
  5. Morgan StanleyJul 2019 to Oct 2021
  6. Morgan StanleyAug 2017 to Jun 2019
  7. 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
Advisor's SEC record (opens in a new tab)
CallContact this firm