Optionality Securities

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
W Cnshohocken, Pennsylvania
CRD number
313329
Registered since
February 28, 2022

Firm profile

FINTRX

Overview

Optionality Securities is organized as a limited liability company and is listed in data sources with an owner profile that includes both a domestic entity and an individual. Its classification is recorded as "Unclassified," and the firm's public profile contains few signals of conventional advisory activity. The dataset marks it as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Available fields for fee structure, client base, business activities, and advisory activities are blank in the record, so there is little public detail about how the firm positions itself or the services it offers.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Harry Gobora

    COOCRD 1201577

Contacts

3 of 4
  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Bradley Wolfthal

    Bradley Wolfthal

    CRD 2088069

  • Claudette Burgess-gay

    Claudette Burgess-gay

    CCOCRD 2547910

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

W Cnshohocken, PA

Montgomery

Location

W Cnshohocken, PA

Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth