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. The firm is owned by a domestic entity/individual and is categorized as unclassified in the available dataset. Reported operational attributes include that it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and it is not flagged as a newly formed adviser. The firm did not provide descriptive information about its client base, fee schedule, business activities, or advisory services in the source data, leaving its target clients and service model unspecified.
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
2 of 2DAVID BARNETT
Founder and CEOCRD 4478679
LAWRENCE MARTEL
Chief Compliance OfficerCRD 2177025
Contacts
3 of 5JOHN KING
Managing Director, Head of SalesCRD 1389672
Quinn Shumway
Senior Client Service AnalystCRD 8154988
PRATIK CHIPDEY
Board MemberCRD 5226603
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
Similar firms
HARLEY CAPITAL LLC
Broker-DealerWESTPORT, CT
HEDGEBAY SECURITIES LLC
Broker-DealerWESTPORT, CT
WILLIAMS TRADING LLC
Broker-DealerWESTPORT, CT
FAIRVIEW SECURITIES, INC.
Broker-DealerWESTPORT, CT
WESTBURY GROUP LLC
Broker-DealerWESTPORT, CT
BETHESDA SECURITIES, LLC
Broker-DealerWESTPORT, CT