Christopher Bryan Massey

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

• 09/2002 → Present
  Frost National Bank
  Fort Worth, TX
• 07/2003 → Present
  Frost Brokerage Services
  San Antonio, TX

Previous Registrations

• 2017-12-18 → 2021-12-31
  Frost Investment Services
  Fort Worth, TX
  Fort Worth, TX
• 2001-07-18 → 2002-10-18
  Concourse Financial Group Securities, Inc.
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-11
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Designations

• Certified Financial Planner