Fall Line Securities

Who We Are

FallLine was specifically designed to address an unmet need in serving UHNW clients. We partner with Private Wealth Advisors who exclusively work with wealthy clients, and who want to deliver a client experience that is tailored to meet the unique needs of their clients.

What Makes FallLine Different

FallLine is unlike any other firm and was created as an alternative to wealth management firms that have increasingly adopted a one-size-fits-all model.

Purpose-Built for the UHNW Market

FallLine caters exclusively to elite Private Wealth Advisors focused on UHNW families.

Superior Client Experience

Private Wealth Advisors are positioned to provide a superior client experience with unmatched services, products and technology.

Turnkey Broker-
Dealer and Technology / Services Platform

FallLine is the only UHNW focused firm that combines a broker-dealer and a turnkey technology/services platform, creating the only clear, unified path to a hybrid RIA business.

Leadership Team

FallLine is led by industry veterans with decades of financial services experience. The FallLine team has a track record of helping Private Wealth Advisors grow their businesses at some of the biggest financial firms.

News

Raymond James Investment Advisors Division Welcomes New Ultra High Net Worth Team from UBS in Dallas and Houston

Raymond James Investment Advisors Division (IAD) President Bill Van Law announced that newly created independent advisory firm Requisite Capital Management based in Dallas, Texas, and with an office in Houston, has selected Raymond James as its custodial partner and FallLine Securities as its broker/dealer and private wealth management services provider.

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WealthManagement.com: Another $1 Billion UBS Team Leaves

Two UBS employees overseeing roughly $1 billion in client assets have left the firm and created Requisite Capital Management.

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Insights

Pay to Play is Alive and Well

In case anyone thought the proposed Department of Labor fiduciary rule would begin the process of eliminating or reducing conflicts of interest on Wall Street, do not be fooled. The Street is expert at coming up with new ways to pad its own pocket at the expense of clients, and all the while positioning it as being in the client's best interest.

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