Daniel Ortega, financial advisor San Antonio TX
89 score

Daniel Ortega

CRD Number: 6171967
Current Firm: Frost Investment Advisors, LLC

Daniel Ortega (CRD# 6171967) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Frost Investment Advisors, LLC San Antonio, TX Jan 2013 - Current 3
Frost Investment Advisors, LLC San Antonio, TX Aug 2012 - Jan 2013 < 1
Trinity University San Antonio, TX Aug 2009 - Dec 2012 3
Frost Investment Advisors, LLC San Antonio, TX May 2012 - Aug 2012 < 1
Guerrero, Cpa San Antonio, TX Aug 2011 - Dec 2011 < 1
Destino Musical San Antonio, TX Jan 2011 - Aug 2011 < 1
Unemployed San Antonio, TX Jan 2003 - Aug 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Daniel E. Ortega
Phone Number: 210-220-5070
Firm Website: http://www.frostinv.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,225
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $200,454,182
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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