Kathryn Elizabeth Casey
Investment adviser representative at Frost Investment Services
15 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
15 years in the industry.
- Frost Investment ServicesJan 2025 to now
- Frost Brokerage ServicesJan 2025 to now
- Charles Schwab & Co., Inc.Aug 2021 to Jan 2025
- Edward JonesNov 2018 to Aug 2021
- Choice Leather FurnitureSep 2018 to Feb 2019
- Network AllianceFeb 2018 to Sep 2018
- Daemon Systems, LLCAug 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7038703
- Firm CRD
- 286129