Terry Rohm is a registered investment advisor, based in San Antonio, TX, with 26 years of industry experience.
Location
111 West Houston Street, San Antonio, TX, 78205
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terry co-owns a short-term rental property in San Antonio, TX, which he manages. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Frost Investment Services
April 2025 - Present · 1 yr 1 mo
Frost Brokerage Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2007 - April 2025 · 17 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - April 2025 · 17 yrs 11 mos
Citicorp Investment ServicesBroker
June 1999 - May 2007 · 7 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.