Centerboard Securities, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 153900
- Registered since
- October 25, 2011
- Website
- centerboardgroup.com
Firm profile
FINTRXOverview
Centerboard Securities, LLC is organized as a limited liability company and registered with the SEC in 2011. FINTRX classifies the firm as an investment bank and lists its owner type as individual. The available data characterizes the firm more as a broker-dealer/investment-bank style entity than as a capital allocator or multi-state registered advisory platform. The record flags several operational attributes: Centerboard Securities is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has not provided public detail on its typical client base, advisory activities, business lines, or fee model in the dataset supplied.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Steven Thornton
PresidentCRD 4496384
Kevin Singer
Managing DirectorCRD 2390919
Lee Eichen
Managing DirectorCRD 2783184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 9430 Research Blvd
- Time zone
- CT (UTC-6)
- Office locations
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