Optimal Market Technologies, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 336439
- Registered since
- January 20, 2026
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 15
Jetaun Williams
Compliance OfficerCRD 3257770

Patrick Carroll
Director of SalesCRD 4644009

Brian Donnelly
Founder and ChairmanCRD 4906429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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