David Blanco
Investment adviser representative at Frost Investment Services
14 yearsExperience
1 stateRegistered in
$3.7BFirm assets
9 yearsFirm in business
Are you David Blanco? 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 ServicesApr 2024 to now
- Frost Brokerage Sevices, Inc.Apr 2024 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2024
- Wells Fargo Advisors, LLCOct 2014 to Nov 2016
- Wells Fargo Bank, NAMar 2012 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
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
- 6404002
- Firm CRD
- 286129