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William John Lutz

Frost Investment Advisors, LLC

San Antonio, TX

CRD 4238322

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Employer firm

Frost Investment Advisors, LLC CRD 146148

$5.36B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Frost Investment Advisors, Llc

111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-08-21
  • TX RA
    APPROVED
    Since 2009-08-21

Branch Locations

111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frost Investment Advisors, Llc San Antonio TX 02/2008 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-25
  • S63 Uniform Securities Agent State Law Examination
    2000-08-25
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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