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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

ROBERT EDWARD BURKS

Advisor at FROST INVESTMENT SERVICES

SAN ANTONIO, TX | COLLEGE STATION, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FROST INVESTMENT SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 1, 2010
First registration: Dec 9, 2010
Dual registered: yes, broker-dealer
Other names: ROBERT E BURKS
IAPD individual key: 5850972

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FROST INVESTMENT SERVICES	Bd affiliated wealth	Aug 22, 2025	n/a	yes	SAN ANTONIO, TX\|COLLEGE STATION, TX	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Aug 25, 2025	no	KATY, TX\|COLLEGE STATION, TX\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|KATY, TX\|COLLEGE STATION, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 12, 2015	Jul 13, 2018	no	FRANKLIN, TN	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 23, 2014	Apr 13, 2015	no	BRENTWOOD, TN	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Dec 9, 2010	May 6, 2014	no	ADDISON, TX\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	FROST INVESTMENT SERVICES	Aug 25, 2025	Aug 22, 2025	-3	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
MML INVESTORS SERVICES, LLC	STRATEGIC ADVISERS LLC	Apr 13, 2015	Jun 12, 2015	60	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	MML INVESTORS SERVICES, LLC	May 6, 2014	Jun 23, 2014	48	Firm change	Other

Relationships

Registered with (5)

→ FROST INVESTMENT SERVICESRegistered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Aug 25, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 23, 2014 to Apr 13, 2015factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Dec 9, 2010 to May 6, 2014factForm ADV

Dated events

Occurred
Aug 25, 2025
Advisor changed firm
Robert Edward Burks left Strategic Advisers Llc for Frost Investment Services (registered 2025-08-22)
Form ADVobserved 4 days ago