Optimx Securities LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 290963
- Registered since
- March 3, 2020
- Website
- www.surftrade.com
Firm profile
FINTRXOverview
Optimx Securities LLC is organized as a limited liability company with domestic-entity and individual ownership. Public records on the firm's activities are sparse: it is classified as "Unclassified" in the available snapshot and has not reported client segmentation, fee structure, or advisory activities in the source dataset. The firm is not identified 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
2 of 2
Lawrence Martel
Chief Compliance OfficerCRD 2177025
David Barnett
Founder and CEOCRD 4478679
Contacts
3 of 5
Daniel Legaye
AttorneyCRD 1055035
Pratik Chipdey
Board MemberCRD 5226603
John King
Managing Director, Head of SalesCRD 1389672
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
- 101 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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