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 a limited liability company that registered with the SEC in 2023 and is classified as an investment bank. The firm is listed as owned by a domestic entity and an individual. Available disclosures indicate it does not operate as a capital allocator and does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The snapshot supplied does not include descriptions of client segments, fee arrangements, advisory services, or broader business activities. Given the classification as an investment bank and the absence of reported asset-management activity, the firm’s public profile appears oriented toward transactional or advisory roles rather than traditional discretionary wealth management.
Assets & Accounts
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 9
Adam 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
Similar firms
Microventure Marketplace Inc.
Broker-DealerAustin, TX
Fulcrum Capital Markets LLC
Broker-DealerAustin, TX
Nextrend Securities, Inc.
Broker-DealerAustin, TX
First Public, LLC
Broker-DealerAustin, TX
LCT Capital, LLC
Broker-DealerAustin, TX
Focus Strategies Merchant Banking, LLC
Broker-DealerAustin, TX