Michael Nathaniel Macias
Investment adviser representative at Frost Investment Services
10 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
10 years in the industry.
- Frost Investment ServicesApr 2024 to now
- Frost Brokerage Services, Inc.Apr 2024 to now
- Cuso Financial Services, LPAug 2022 to Apr 2024
- Nylife Securities LLCSep 2018 to Aug 2022
- New York Life Insurnance CoAug 2018 to Aug 2022
- Texas Veterans SecurityJan 2018 to Jul 2018
- Our Lady of the LakeMar 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7006089
- Firm CRD
- 286129