Centerboard Securities, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
153900
Registered since
October 25, 2011

Firm profile

FINTRX

Overview

Centerboard Securities, LLC is organized as a limited liability company and registered with the SEC in 2011. FINTRX classifies the firm as an investment bank and lists its owner type as individual. The available data characterizes the firm more as a broker-dealer/investment-bank style entity than as a capital allocator or multi-state registered advisory platform. The record flags several operational attributes: Centerboard Securities is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has not provided public detail on its typical client base, advisory activities, business lines, or fee model in the dataset supplied.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Kevin Singer

    Managing DirectorCRD 2390919

  • Lee Eichen

    Managing DirectorCRD 2783184

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
9430 Research Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth