Financial advisers in San Antonio, Texas
39 profiles with reported offices in San Antonio, Texas. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Robert GearyPresident/Chief Compliance OfficerRMDR AdvisorsCRD 852622
Alan AdelmanSenior Research Analyst / Senior Fund ManagerFrost Investment AdvisorsCRD 1081125- Teresa WhiteCEOMoney ManagersCRD 1321876
Paul MartinManaging PartnerMartin Capital AdvisorsCRD 1329697
Charles RobinsonVice President of the General Partner & Chief Compliance OfficerRobinson Value ManagementCRD 1423646
Edward HartChairmanSendero Wealth ManagementCRD 2215591
Mace McCainPresident / Manager / Managing Director/CIOFrost Investment AdvisorsCRD 2300468- Randall ReinagelPresident, Chief Compliance OfficerMoney ManagersCRD 2665662
- Amy RobinsonPresident of the General Partner & Chief Executive OfficerRobinson Value ManagementCRD 2672456
Timothy AltreeManager / Managing Director /Product Development and Asset AllocationFrost Investment AdvisorsCRD 2834757- Donald LaurenceInvestment adviser representativeNaviant PartnersCRD 3100139
Robert PfeiferManaging Director / Chief Compliance Officer; SecretaryFrost Investment AdvisorsCRD 3124248- Francis SnyderInvestment adviser representativeExodus WealthCRD 3177787
Elizabeth CrawfordChief Executive OfficerSendero Wealth ManagementCRD 3235803
William LutzDirector of Equities / Senior Fund Manager / Senior Research AnalystFrost Investment AdvisorsCRD 4238322
Julie GerronChief Compliance OfficerSendero Wealth ManagementCRD 4525156- Grace SuchyInvestment adviser representativeS & D FinancialCRD 4839676
- Howard RappaportPresident & Chief Compliance OfficerCornermen FinancialCRD 4941230
- Logan DietelManaging Member & Chief Financial OffcierCornermen FinancialCRD 5064196
Justin HopkinsNational Sales ManagerFrost Investment AdvisorsCRD 5195471
Jeffery ElswickManaging Director / Director of Fixed Income / Senior Fund Manager / Co-CIOFrost Investment AdvisorsCRD 5413625- Javier FernandezInvestment adviser representativeVan Clemens Wealth ManagementCRD 5476481
- Charles MathesChief Compliance OfficerVictory Capital ManagementCRD 5980160
Colton KruegerPartnerMartin Capital AdvisorsCRD 6134251- Khristopher TorresInvestment adviser representativeRiversEdge AdvisorsCRD 6440722
- Cody HeffronInvestment adviser representativeMoney ManagersCRD 6503082
Benjamin ClarkMemberCornermen FinancialCRD 6512257
Carmen BarncordPartner, Chief Compliance Officer, Director of OperationsMartin Capital AdvisorsCRD 6599190
Christopher PhillipsInvestment adviser representativeMartin Capital AdvisorsCRD 6702219
Charles MassiattePartner, Director of Portfolio Management ServicesMartin Capital AdvisorsCRD 6898823- Logan RobinsonInvestment adviser representativeCornermen FinancialCRD 7164855
- Bryce ChristopherInvestment adviser representativeS & D FinancialCRD 7184224
- Tyler DunkelbergerChief Financial Officer and Chief Compliance OfficerS & D FinancialCRD 7646750
- Kevin KustelskiInvestment adviser representativeS & D FinancialCRD 7694553
- Rebeca CottonInvestment adviser representativeTaconic AdvisorsCRD 7909949
Robert McGregorInvestment adviser representativeMartin Capital AdvisorsCRD 7916194
Mitchell LawInvestment adviser representativeArrow Wealth AdvisorsCRD 7995558- Michael OlivarezInvestment adviser representativeS & D FinancialCRD 7999887
Jeffrey RossmannInvestment adviser representativeCentennial AdvisorsCRD 8188492
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.