Centerboard Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
153900
Registered since
October 25, 2011

Firm profile

FINTRX

Overview

Centerboard Securities, LLC is organized as a limited liability company and is recorded as SEC-registered since 2011. FINTRX classifies the firm as an investment bank with individual ownership. The firm's public profile in FINTRX does not describe active capital-allocation activity; it is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or part of a related-adviser network. FINTRX does not list the firm's advisory activities, fee schedule, or a defined client base in the provided data, so there is limited visibility into whether Centerboard Securities operates a retail or institutional advisory platform, or how it structures client engagements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Lee Eichen

    Managing DirectorCRD 2783184

  • Michael Maloney

    Managing DirectorCRD 4040951

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth