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 a limited liability company that registered with the SEC in 2023 and is classified as an investment bank. The firm is listed as owned by a domestic entity and an individual. Available disclosures indicate it does not operate as a capital allocator and does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The snapshot supplied does not include descriptions of client segments, fee arrangements, advisory services, or broader business activities. Given the classification as an investment bank and the absence of reported asset-management activity, the firm’s public profile appears oriented toward transactional or advisory roles rather than traditional discretionary wealth management.

Assets & Accounts

Location & Offices

Investment profile

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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

    Adam Keesling

    Vice PresidentCRD 6650957

  • Biru Zhao

    Biru Zhao

    Investment Banking Vice PresidentCRD 7489108

  • Robert Garza

    PrincipalCRD 2647459

Unlock 6 more contacts

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