OPTIMAL MARKET TECHNOLOGIES, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
18
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 is registered with the SEC in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the source data is "Unclassified." Available disclosures indicate the firm is not a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, not a pension consultant, and not marked as a related adviser. The submission does not include specific details about client types, fee schedules, or core advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • PATRICK CARROLL

    Chief Business Development OfficerCRD 4644009

  • FRANK WANZOR

    Chief Compliance OfficerCRD 2628672

  • CRAIG REILLY

    Chief Revenue OfficerCRD 2967567

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Contacts

3 of 14
  • Jetaun Williams

    Compliance OfficerCRD 3257770

  • BRIAN DONNELLY

    Founder and ChairmanCRD 4906429

  • JOHN MURPHY

    Director, Software EngineeringCRD 5187613

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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