Kathryn Casey is a registered investment advisor, based in San Antonio, TX, with 4 years of industry experience.
Location
111 West Houston Street, San Antonio, TX, 78205
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Regulatory History (1)
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Financial
August 2019Final
Employment History
Current Registrations
Frost Brokerage Services, INC.Broker
January 2025 - Present · 1 yr 6 mos
Frost Investment Services
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2022 - January 2025 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
February 2022 - January 2025 · 2 yrs 11 mos
State Registrations9 states
CTFLGAIDKYMSSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.