Natalliance Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
49
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
39455
Registered since
March 6, 1997

Firm profile

FINTRX

Overview

Natalliance Securities, LLC is organized as a limited liability company and is classified in the data set as an investment bank. The firm’s record lists ownership as a mix of a domestic entity and an individual. The snapshot indicates Natalliance is not positioned as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. There is no substantive detail provided about advisory mandates, fee schedules, or the specific business activities the firm conducts.

Assets & Accounts

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

Owners & executives

3 of 3
  • Fred Bush

    Fred Bush

    Chief Financial OfficerCRD 3075024

  • Mark Salter

    Mark Salter

    Chief Executive Officer, Chairman of the BoardCRD 1180139

  • Jay Thomas

    Chief Operating OfficerCRD 2512644

Contacts

3 of 46
  • Boyd Welch

    Boyd Welch

    SalesCRD 2732629

  • James Fletcher

    James Fletcher

    SalesCRD 2641193

  • Michelle Carreon

    Michelle Carreon

    Head of ComplianceCRD 4861485

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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
3101 Bee Caves Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth