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 has been SEC-registered since 2011. The firm is classified as an investment bank and is owned by an individual. Public data indicate it is not a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state or newly formed adviser. Several common advisory roles — pension consultant, related adviser — are also not reported.

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