Centerboard Securities, LLC

Overview

Centerboard Securities, LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2011 and is owned by an individual rather than a corporate parent. Available records indicate the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state or newly formed adviser, and it does not present itself as a pension consultant or a related adviser. The source does not list client types, fee arrangements, or specific advisory activities; combined with the investment-bank classification and the absence of reported managed assets, the firm appears oriented toward transactional or capital markets work rather than running a traditional discretionary wealth-management business.

Assets & Accounts

Location & Offices