AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MW

Michelle E. Webb

FROST BROKERAGE SERVICES
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 2344225
MW

Professional summary


Michelle Eller Webb, who also goes by Michelle Eller, is a registered financial professional currently at FROST BROKERAGE SERVICES, INC. located in Dallas, Texas.

Michelle is registered as a RR (Registered Representative) and started their career in finance in 1993. Michelle has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michelle Eller

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Michelle Eller Webb's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 18, 2023 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 2950 N Harwood, Dallas, TX 75201
BD
CRD#: 17465
Dallas, TX
Past

June 18, 2010 - August 11, 2023

TOUCHSTONE SECURITIES, INC.

BD
CRD#: 1526
BURLESON, TX
Past

April 17, 2007 - June 10, 2010

RIVERSOURCE DISTRIBUTORS, INC.

BD
CRD#: 139135
MINNEAPOLIS, MN
Past

June 20, 2002 - May 14, 2004

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
RICHARDSON, TX
Past

April 24, 2002 - January 31, 2007

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
RICHARDSON, TX
Past

September 11, 1998 - August 17, 2000

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

July 16, 1996 - August 12, 1998

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

June 1, 1993 - July 30, 1996

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(8/18/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FB
FROST BROKERAGE SERVICES, INC.
FROST BROKERAGE SERVICES, INC. | FROST WEALTH MANAGEMENT

CRD#: 17465 / SEC#: , 8-35285

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
111 W. Houston Street, San Antonio, TX 78205
Mailing Address
P.o. Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Texas since 03/21/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
FROST BANKPARENT COMPANY
REPA, JACK BRANDONCHIEF COMPLIANCE OFFICER2558740
WALSH, CHRISTOPHER SCOTTPRESIDENT / CHIEF OPERATIONS OFFICER2580114

Disclosures


Regulatory Event4
Civil Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FROST BROKERAGE SERVICES, INC.

CRD#: 17465Dallas, TX 75201

TRUST BUT VERIFY

Monitor Michelle Webb

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David Antonio Alvarez
David AlvarezAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Grapevine, TX
Kenneth Bernard Hopkins
Kenneth HopkinsAdvisorCheck Check Mark
ORION WEALTH MANAGEMENT LLC
IAR
RR
Garland, TX
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.