NATALLIANCE SECURITIES, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 39455
- Registered since
- March 6, 1997
- Website
- www.natalliance.com
Firm profile
FINTRXOverview
Natalliance Securities, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The entity is recorded as having SEC registration dating to 1997 and is owned by a domestic-type owner structure that includes individual ownership. The firm is not noted in the data as a capital allocator or as an active ESG investor. FINTRX does not list the firm as a multi-state registered investment adviser, and there are no entries indicating pension consultant activity or related-adviser relationships. The information provided does not include descriptions of advisory or discretionary portfolio services, public holding positions, or specific investment strategies. That absence, together with the investment-bank classification, suggests the firm's public profile in FINTRX is oriented toward intermediary or broker-dealer-style activities rather than operating primarily as an RIA managing client portfolios.
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
Owners & executives
3 of 3FRED BUSH
Chief Financial OfficerCRD 3075024
JAY THOMAS
Chief Operating OfficerCRD 2512644
MARK SALTER
Chairman & CEOCRD 1180139
Contacts
3 of 46Colleen Murphy
Vice President, Equity TradingCRD 1273958
SAMUEL LOERCH
Co-Head of SalesCRD 1195328
GEORGE HENDRICKSON
Co-Head of SalesCRD 2382347
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
- 3101 Bee Caves Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
AFFILIATED BANKERS CAPITAL, L.L.C.
Broker-DealerAUSTIN, TX
STONECREST CAPITAL MARKETS, INC.
Broker-DealerAUSTIN, TX
MICROVENTURE MARKETPLACE INC.
Broker-DealerAUSTIN, TX
KESTRA INVESTMENT SERVICES, LLC
Broker-DealerAUSTIN, TX
KERSHNER SECURITIES, LLC
Broker-DealerAUSTIN, TX
REALIZED FINANCAL, INC.
Broker-DealerAUSTIN, TX