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 a limited liability company that has been registered with the SEC since 1997. The firm is classified as an investment bank and is listed as owned by a domestic entity/individual. Public records indicate it is not a capital allocator, not an active ESG investor, not a multistate adviser, and is not identified as a pension consultant or related adviser. Fields that would normally describe client segmentation, fee schedules, specific advisory activities or broader business lines were not provided in the source data.
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
Owners & executives
3 of 3
Fred Bush
Chief Financial OfficerCRD 3075024
Mark Salter
Chief Executive Officer, Chairman of the BoardCRD 1180139
Jay Thomas
Chief Operating OfficerCRD 2512644
Contacts
3 of 45
Boyd Welch
SalesCRD 2732629
James Fletcher
SalesCRD 2641193
Michelle Carreon
Head of ComplianceCRD 4861485
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
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