Charles Robert Ross

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:

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

Current Employers

Employment History

• 05/2026 → Present
  Frost Brokerage Services, Inc.
  San Antonio, TX
• 07/2013 → 06/2018
  Basis
  San Antonio, TX
• 07/2018 → 10/2022
  New York Life Insurance Co.
  San Antonio, TX
• 08/2018 → 10/2022
  Nylife Securities Llc
  San Antonio, TX
• 10/2022 → Present
  Frost Investment Advisors, Llc
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-23
• S63 Uniform Securities Agent State Law Examination
  2019-08-21

Other Names

• Chuck Ross
• Charles Ross