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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4PATRICK CARROLL
Chief Business Development OfficerCRD 4644009
FRANK WANZOR
Chief Compliance OfficerCRD 2628672
CRAIG REILLY
Chief Revenue OfficerCRD 2967567
Contacts
3 of 14Jetaun Williams
Compliance OfficerCRD 3257770
BRIAN DONNELLY
Founder and ChairmanCRD 4906429
JOHN MURPHY
Director, Software EngineeringCRD 5187613
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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