Optimal Market Technologies, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
336439
Registered since
January 20, 2026

Firm profile

FINTRX

Overview

Optimal Market Technologies, LLC is organized as a limited liability company and appears on the SEC registration records with a 2026 registration year. The firm's ownership is listed as a combination of a domestic entity and an individual. In the available snapshot the firm is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include itemized descriptions of the firm's advisory activities, fee schedules, client types, or broader business lines, so there is limited public detail on how the firm positions its services or where it focuses its investment efforts.

Assets & Accounts

Location & Offices

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 15
  • Jetaun Williams

    Jetaun Williams

    Compliance OfficerCRD 3257770

  • Patrick Carroll

    Patrick Carroll

    Director of SalesCRD 4644009

  • Brian Donnelly

    Brian Donnelly

    Founder and ChairmanCRD 4906429

Unlock 12 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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth