SCALEVIEW SECURITIES LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 318523
- Registered since
- January 24, 2023
- Website
- scaleviewpartners.com
Firm profile
FINTRXOverview
Scaleview Securities LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm is classified as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is reported as a combination of a domestic entity and an individual. Available filings indicate Scaleview is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Several routine disclosure fields — including the firm's stated business activities, advisory activities, fee schedule, and client base — were left blank in the source data and no affiliations or third-party activity details were provided.
Assets & Accounts
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 9ADAM KEESLING
Vice PresidentCRD 6650957
Biru Zhao
Investment Banking Vice PresidentCRD 7489108
ROBERT GARZA
PrincipalCRD 2647459
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
- 3755 S Capital of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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