WATERVIEW SECURITIES, INC.
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 147300
- Registered since
- September 16, 2008
- Website
- waterview-ib.com
Firm profile
FINTRXOverview
Waterview Securities, Inc. is organized as a corporation and is shown as SEC-registered in 2008. The firm is individually owned and is classified in the source dataset as unclassified. Reported attributes indicate it is not positioned as a capital allocator, does not identify as a multi-state adviser, and does not report activity as an ESG investor, pension consultant, or related adviser. The dataset contains no supplemental detail about investment strategies, client segments, fee models, or advisory services, so firm positioning and product focus cannot be described beyond these structural attributes.
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 3LARRY STARKS
FounderCRD 4297708
ROBERT HAMM
Managing DirectorCRD 4294222
Shelby Laidlaw
Vice PresidentCRD 6816319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 12770 Coit Rd
- Time zone
- CT (UTC-6)
- Office locations
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