Thomas Bergeron, financial advisor San Antonio TX
90 score

Thomas Bergeron

CRD Number: 3006492
Current Firm: Frost Investment Advisors, LLC

Thomas Bergeron (CRD# 3006492) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Frost Investment Advisors, LLC San Antonio, TX Apr 2014 - Current 2
Shepherd Asset New York City, NY Jan 2009 - Mar 2014 5
Inference Capital Greenwich, CT Jan 2007 - Dec 2008 1
Self Employed New York City, NY Apr 2006 - Dec 2006 < 1

Thomas Bergeron has no recent exams reported.
Contact Info for Thomas A. Bergeron
Phone Number: 210-220-5070
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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