SCALEVIEW SECURITIES LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
318523
Registered since
January 24, 2023

Firm profile

FINTRX

Overview

Scaleview Securities LLC is organized as a limited liability company and is registered with the SEC as of 2023. The firm is classified as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is reported as a combination of a domestic entity and an individual. Available filings indicate Scaleview is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Several routine disclosure fields — including the firm's stated business activities, advisory activities, fee schedule, and client base — were left blank in the source data and no affiliations or third-party activity details were provided.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • ADAM KEESLING

    Vice PresidentCRD 6650957

  • Biru Zhao

    Investment Banking Vice PresidentCRD 7489108

  • ROBERT GARZA

    PrincipalCRD 2647459

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3755 S Capital of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth