Cassandra Gutierrez is a registered investment advisor, based in San Antonio, TX, with 13 years of industry experience.
Location
111 West Houston Street, San Antonio, TX, 78205
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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 →Employment History
Current Registrations
Frost Investment Services
February 2026 - Present · 3 mos
Frost Brokerage Services, INC.Broker
February 2026 - Present · 3 mos
Previous Registrations
Citigroup Global Markets INC.
January 2013 - December 2025 · 12 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2012 - December 2025 · 13 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.