Katherine Diana Gold
Investment adviser representative at Frost Investment Services
11 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
11 years in the industry.
- Frost Investment ServicesDec 2024 to now
- Frost Brokerage Services, Inc.Apr 2023 to now
- Cullen Frost Bankers, Inc.Mar 2023 to now
- Cherjamron LLCOct 2022 to Feb 2023
- Le Cordon Bleu MadridDec 2021 to Oct 2022
- J&w Hospitality LLCAug 2021 to Nov 2021
- Frost Brokerage Services, Inc.Aug 2019 to Aug 2021
- Cullen Frost Bankers, Inc.May 2018 to Aug 2019
- Internal Revenue ServiceMar 2018 to Apr 2018
- University of TexasAug 2017 to Mar 2018
- Paciugo Gelato & CaffeJun 2017 to Aug 2017
- University of TexasDec 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7169036
- Firm CRD
- 286129