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Olivier Patrice Dardant

Frost Investment Advisors, LLC

San Antonio, TX

CRD 6345161

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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:

Current Employers
Frost Investment Advisors, Llc

111 West Houston Street 10Th Floor, San Antonio, TX 78205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-08-14
  • TX RA
    APPROVED
    Since 2017-08-14

Branch Locations

111 West Houston Street 10Th Floor, San Antonio, TX 78205 • 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
J.P. Morgan Chase Bank Na New York NY 07/2016 04/2017
J.P. Morgan Securities Llc New York NY 07/2016 04/2017
J.P. Morgan Chase Bank, Na New York NY 01/2017 04/2017
Frost Investment Advisors, Llc San Antonio TX 05/2017 Present
  • 07/2016 → 04/2017
    J.P. Morgan Chase Bank Na
    New York, NY
  • 07/2016 → 04/2017
    J.P. Morgan Securities Llc
    New York, NY
  • 01/2017 → 04/2017
    J.P. Morgan Chase Bank, Na
    New York, NY
  • 05/2017 → Present
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-14
S63 Uniform Securities Agent State Law Examination 2015-02-11
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14
  • S63 Uniform Securities Agent State Law Examination
    2015-02-11
Designations
  • Chartered Financial Analyst
Other Names
  • Olivier P Dardant

View on SEC IAPD

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