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MM

Michael Nathaniel Macias

FROST INVESTMENT SERVICES
IRVING, TX
·CRD# 7006089·7 years registered

Professional Summary

Michael Nathaniel Macias, who also goes by Michael Nathaniel Macias, Michael Macias, is a registered financial advisor currently at FROST INVESTMENT SERVICES located in Irving, Texas and FROST BROKERAGE SERVICES, INC. located in Irving, Texas. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Nathaniel Macias, Michael Macias

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years registered in the securities industry

Current & Past Employments

Current

FROST INVESTMENT SERVICESCurrent·CRD# 286129
RIA
7460 N State Highway 161, Irving, TX 75039
April 12, 2024 - Present
FROST BROKERAGE SERVICES, INC.Current·CRD# 17465
BD
7460 N State Highway 161, Irving, TX 75039
April 12, 2024 - Present

Past

CUSO FINANCIAL SERVICES, L.P.Past·CRD# 42132
RIA
Ft Worth, TX
January 11, 2024 - April 8, 2024
CUSO FINANCIAL SERVICES, L.P.Past·CRD# 42132
BD
Ft Worth, TX
August 15, 2022 - April 8, 2024
NYLIFE SECURITIES LLCPast·CRD# 5167
BD
San Antonio, TX
June 3, 2019 - August 11, 2022

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Current Firm

FI
FROST INVESTMENT SERVICES

FROST INVESTMENT SERVICES | FROST INVESTMENT SERVICES, LLC

CRD#: 286129 / SEC#: 801-108754
RIA
Registered Investment Advisory firm - SEC (1/3/2017 Approved)

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

# of Employees

177

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIS FORM ADV PART 2A 2026 (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,656

AUM (Assets Under Management)

$3,671,190,351

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2026Cover PageReport
12/12/2025Cover PageReport
10/10/2024Cover PageReport
11/27/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Rental Properties; Not investment related; Godley, TX; Real Estate Rental Property; Proprietor; Started 04/2024; Approx. 3hrs/mo; Not during securities trading hours.; General maintenance and collection of rent.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(1/20/2026)
IAR
California
(7/16/2025)
RR
California
(10/28/2025)
RR
Colorado
(1/15/2025)
RR
Delaware
(7/22/2026)
RR
Florida
(7/3/2026)
RR
Illinois
(9/22/2025)
RR
Indiana
(9/30/2025)
RR
Louisiana
(4/16/2026)
RR
Mississippi
(6/5/2026)
RR
New Mexico
(10/2/2025)
RR
Ohio
(10/6/2026)
RR
Texas
(4/12/2024)
IAR
Texas
(4/12/2024)
RR
Wisconsin
(10/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2021About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed May 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Nathaniel Macias's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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