Scaleview Securities LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
318523
Registered since
January 24, 2023

Firm profile

FINTRX

Overview

Scaleview Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2023). The firm is classified as an investment bank and is owned by a domestic entity and an individual. Public filings indicate it does not act as a capital allocator and it does not identify as an active ESG investor. It is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Public disclosure about the firm’s specific business lines, advisory services, investment focus, or manager allocation preferences is minimal. Available records do not describe client types, fee arrangements, or the scope of trading or capital markets activities the entity undertakes.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 9
  • Adam Keesling

    Adam Keesling

    Vice PresidentCRD 6650957

  • Biru Zhao

    Biru Zhao

    Investment Banking Vice PresidentCRD 7489108

  • Robert Garza

    PrincipalCRD 2647459

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3755 S Capital Of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth