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. The firm is recorded as having a domestic-entity/individual ownership structure and is listed as unclassified in public profile fields. Available data indicate the firm does not position itself as a capital allocator, is not active on ESG mandates, and does not report multi-state adviser status or a role as a pension consultant. Public disclosures about Optimal Market Technologies, LLC’s advisory services, fee schedule, client segments, or investment preferences are minimal. The firm’s public profile contains few operational details beyond registration and basic organizational attributes.
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 13BRIAN DONNELLY
Founder and ChairmanCRD 4906429
JOHN MURPHY
Director, Software EngineeringCRD 5187613
ARON JAMES
Head of Institutional SalesCRD 4002437
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
Similar firms
PZENA FINANCIAL SERVICES, LLC
Broker-DealerNew York, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
Broker-DealerNew York, NY
FOROS SECURITIES LLC
Broker-DealerNew York, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
QUANTITATIVE BROKERS, LLC
Broker-DealerNew York, NY