Williams Trading LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 43678
- Registered since
- March 4, 1998
- Website
- www.wtco.com
Firm profile
FINTRXOverview
Williams Trading LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is owned by an individual and is not identified as a capital allocator, which suggests its activities are aligned with brokerage, trading or other investment-banking functions rather than managing external pooled capital or acting as a fund-of-funds allocator. The available records do not list the firm's client segments, fee model, or detailed advisory activities. The dataset also indicates Williams Trading LLC is not flagged as an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not recorded as a related adviser to another registered entity.
Assets & Accounts
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 4
Lance Marciano
Principal & Chief Operating OfficerCRD 2261020

Peter Greca
Chief Administrative OfficerCRD 4547499

Joseph Goertz
Chief Compliance Officer & Director of OperationsCRD 5607738
Contacts
3 of 14David Ambrose
SalesCRD 1274980

Michael Fitzsimmons
Director of Capital IntroductionCRD 1382724

David Williams
Founder & Managing MemberCRD 1715713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, 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
- Fairfield
- Address
- 450 Post Rd E
- Time zone
- ET (UTC-5)
- Office locations
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