Robert Bambace (CRD# 1624935) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.
CRD# 2084737
Iht Wealth Management LLC
CRD# 6911909
Citigroup Global Markets Inc.
CRD# 4688158
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Frost Investment Advisors, LLC | San Antonio, TX | Mar 2023 - Current | 1 |
| Frost Investment Advisors, LLC | San Antonio, TX | Sep 2017 - Feb 2023 | 5 |
| Frost Bank | San Antonio, TX | Jan 2017 - Aug 2017 | < 1 |
| Frost Investment Advisors, LLC | San Antonio, TX | Mar 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- TX
-
Total Assets Under Management4,180MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$321,530,863
- A percentage of assets under your management
- Other
- 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
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.