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 (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
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
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