Michael Sauve Koury

Employer firm

Frost Investment Services CRD 286129

$3.67B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 03/2018
  Jp Morgan Securities Llc
  San Antonio, TX
• 03/2016 → 03/2018
  Jp Morgan Chase Bank
  San Antonio, TX
• 04/2018 → 12/2023
  Td Ameritrade
  San Antonio, TX
• 12/2022 → 01/2024
  Charles Schwab And Co., Inc.
  San Antonio, TX
• 04/2024 → Present
  Frost Brokerage Services, Inc.
  San Antonio, TX

Previous Registrations

• 2022-01-27 → 2024-01-10
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 2018-04-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  San Antonio, TX
  San Antonio, TX
• 2018-04-11 → 2022-10-14
  Td Ameritrade, Inc.
  San Antonio, TX
• 2016-04-19 → 2018-04-04
  J.P. Morgan Securities Llc
  San Antonio, TX
• 2012-11-06 → 2016-02-16
  Advisors Asset Management, Inc.
  Boerne, TX
• 2004-03-10 → 2006-07-06
  Raymond James & Associates, Inc.
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-11-05
• S66 Uniform Combined State Law Examination
  2003-08-06

Other Names

• Michael S. Koury
• Michael S Koury
• Mike Koury
• Michael Koury
• Michael Sauve Koury