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 and registered with the SEC in 2020. Public records classify the firm as "Unclassified" and identify its owner type as a domestic entity/individual. The firm has not indicated that it functions as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not disclosed core client segments, fee arrangements, or detailed business and advisory activities in the source data, leaving its target market and service model unclear from publicly available filings.
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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