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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 2026

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National Alliance Securities | The Grid by Zolidar

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National Alliance Securities

Last updated at 2024-11-15

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About

NatAlliance Securities is an employee owned, full-service broker-dealer established in 1997 that employs over fifty investment professionals in its New York office, Austin headquarters and additional locations throughout the country. The firm is a member of FINRA , the Securities

Services and Fees

Conversion Support: Business Planning & Modeling

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Organization type

Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

54 West 21st Street, Suite 801, New York City, NY, USA

Associated people

Current

J
Jeffrey Treut
No title
R
Ray Gatten
Managing Director
V
Victor De Pinto
No title
S
Steve Bischoff
Head of Investment Banking

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