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 FINTRX as an investment bank. The firm has been SEC-registered since 1998 and is owned by an individual. FINTRX indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Investments & Alternatives
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 4
Peter Greca
Chief Administrative OfficerCRD 4547499
Joseph Goertz
Chief Compliance Officer & Director of OperationsCRD 5607738
Lance Marciano
Principal & Chief Operating OfficerCRD 2261020
Contacts
3 of 14
Stefan Pollmann
PRINCIPAL & HEAD OF PRIVATE SECONDARY TRADINGCRD 2669413
David Ambrose
SalesCRD 1274980
Kevin Monahan
PrincipalCRD 4897640
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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