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Monday, September 7, 2026The Morning Brief →Sign in
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Frost Investment Services

SAN ANTONIO, TX
CRD: 286129
In PWD coverage since August 31, 2026 · 5 stories
$3.7BRegulatory AUMSEC Form ADV · Sep 4
177EmployeesForm ADV
+22Talent net · 12 months22 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +22 · 22 arrivals · 0 departures
Arrivals
Advisor
Sep 6
Advisor
Sep 5 · from UBS
Advisor
Sep 5 · from UBS
Advisor
Sep 5 · from UBS
Advisor
Sep 4 · from UBS
Advisor
Sep 1 · from UBS
Departures
None tracked.
PWD coverage
The Close

The talent war’s quieter front

The Sept. 6 registration file paired four block-trade team moves with the single-advisor moves into Prudential and Linsco by LPL. The quieter ones are the ones to watch.
Features · Sep 6Citi raids the private-bank C-suite
the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day
the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera
Features · Aug 31Independents are now raiding each other
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