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RD

Ryan W. Donelson

FROST INVESTMENT SERVICES
AUSTIN, TX 78701
Some features on this profile are disabled
CRD#: 2874933
RD

Professional summary

Ryan William Donelson is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Austin, Texas and FROST BROKERAGE SERVICES, INC. located in Austin, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ryan has worked at 10 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1. 5/8/2009 - DBA ONLY - CAPITAL WEALTH MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan William Donelson'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

September 30, 2024 - Present

FROST INVESTMENT SERVICES

Office #1: 401 Congress Ave, Austin, TX 78701
RIA
CRD#: 286129
AUSTIN, TX
Current

November 1, 2024 - Present

FROST BROKERAGE SERVICES, INC.

Office #1: 401 Congress Avenue, Austin, TX 78701
BD
CRD#: 17465
AUSTIN, TX
Past

July 23, 2012 - September 30, 2024

INDEPENDENT INVESTMENT ADVISORS, INC.

RIA
CRD#: 164561
AUSTIN, TX
Past

May 1, 2009 - August 8, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUSTIN, TX
Past

May 1, 2009 - August 8, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
AUSTIN, TX
Past

August 14, 2006 - May 4, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
AUSTIN, TX
Past

July 28, 2006 - May 4, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
AUSTIN, TX
Past

June 2, 2005 - July 17, 2006

CANTOR FITZGERALD & CO.

BD
CRD#: 134
AUSTIN, TX
Past

March 15, 2004 - May 4, 2005

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX
Past

July 25, 2002 - April 1, 2004

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

April 8, 1999 - August 13, 2002

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

April 24, 1997 - March 26, 1999

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
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

IAR
Florida
(10/28/2024)
RR
Florida
(12/9/2024)
IAR
Texas
(9/30/2024)
RR
Texas
(12/9/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/7/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FI
FROST INVESTMENT SERVICES
FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information

Main Address
111 West Houston Street, San Antonio, TX 78205
Mailing Address
Po Box 2538, San Antonio, TX 78299
Phone number
(210) 220-5000
Established
Firm type
Fiscal year end
# of Employees
177

SEC notice filing (28 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIS FORM ADV PART 2A 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts3,179
AUM (Assets Under Management)$ 2,976,654,932

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/10/2024
Cover Page
Report
11/27/2023
Cover Page
Report
12/21/2022
Cover Page
Report

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 INVESTMENT SERVICES

CRD#: 286129Austin, TX 78701

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