Centerboard Securities, LLC

Overview

Centerboard Securities, LLC is organized as a limited liability company and is classified as an investment bank. It has been SEC-registered since 2011 and is owned by an individual proprietor. The firm's public profile contains very limited detail about its client focus, fee schedules, or the advisory services it offers. Registry flags in the data show it is not positioned as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The absence of descriptive activity listings suggests Centerboard operates more as a broker/investment-bank entity than as a traditional registered investment adviser serving managed-account clients. That characterization is consistent with the ownership and classification fields in the public snapshot.

Assets & Accounts

Location & Offices