Norma Adame Rodriguez

Employer firm

Forvis Mazars Wealth Advisors, LLC CRD 110905

$12.0B regulatory AUM 113 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2005 → 06/2024
  Frost Bank
  San Antonio, TX
• 05/2017 → 04/2020
  Frost Brokerage Services
  San Antonio, TX
• 04/2020 → 12/2023
  Frost Financial Services
  San Antonio, TX
• 07/2024 → Present
  Forvis Mazars Wealth Advisors Llc
  Austin, TX

Previous Registrations

• 2018-03-15 → 2021-04-28
  Frost Investment Services
  San Antonio, TX

Other Businesses

Rental Property - July 2021-Present 6522 Port Elizabeth, Converse, TX 78109

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-18
• S63 Uniform Securities Agent State Law Examination
  2016-05-17

Other Names

• Norma Adame Rodriguez
• Norma Adame
• Norma Rodriguez