Martin M. Slechta
Professional summary
Martin Myron Lloyd Slechta is a registered financial advisor currently at FROST INVESTMENT SERVICES located in San Antonio, Texas and FROST BROKERAGE SERVICES, INC. located in San Antonio, Texas.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Martin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Myron Lloyd Slechta's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2025 - Present
FROST INVESTMENT SERVICES
Office #1: 111 West Houston Street, San Antonio, TX 78205February 25, 2025 - Present
FROST BROKERAGE SERVICES, INC.
Office #1: 111 W Houston Ste 100, San Antonio, TX 78205Primary Firm SEC Registration
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/20/2025)
(5/20/2025)
Exams
Series 7TO
Date: 2/24/2025
General Securities Representative ExaminationFINRA
Current Firm
FROST INVESTMENT SERVICES
CRD#: 286129 / SEC#: 801-108754
Contact information
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,179 |
| AUM (Assets Under Management) | $ 2,976,654,932 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/10/2024 | ||
| 11/27/2023 | ||
| 12/21/2022 |
Red Flags
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