Best Investors Account Sign in

Cassandra Lea Truesdale Gutierrez

Frost Investment Services

San Antonio, TX

San Antonio, TX

CRD 6046054

Claim This Profile
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:

Current Employers
Frost Investment Services

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-11
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

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

4900 Windsor Hill, San Antonio, TX 78239 • 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 Brokerage Services, Inc. San Antonio TX 02/2026 Present
Frost Investment Services San Antonio TX 02/2026 Present
Citigroup San Antonio TX 09/2013 11/2025
Unemployed San Antonio TX 11/2025 02/2026
  • 02/2026 → Present
    Frost Brokerage Services, Inc.
    San Antonio, TX
  • 02/2026 → Present
    Frost Investment Services
    San Antonio, TX
  • 09/2013 → 11/2025
    Citigroup
    San Antonio, TX
  • 11/2025 → 02/2026
    Unemployed
    San Antonio, TX
Previous Registrations
  • 2013-01-16 → 2025-12-04
    Citigroup Global Markets Inc.
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    Jacksonville, FL
    San Antonio, TX
    Jacksonville, FL
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
    Irving, TX
    Jacksonville, FL
    San Antonio, TX
    Castroville, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-28
  • S66 Uniform Combined State Law Examination
    2012-12-28
Other Names
  • Cassie Lea Hanson
  • Cassandra Lea Hanson
  • Cassie Lea Truesdale
  • Cassandra Truesdale
  • Cassandra Lea Truesdale
  • Cassandra Lea Truesdale Gutierr

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC

Nearby Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX

More in San Antonio, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor