Optionality Securities
Firm details
- Headquarters
- W Cnshohocken, Pennsylvania
- CRD number
- 313329
- Registered since
- February 28, 2022
Firm profile
FINTRXOverview
Optionality Securities is organized as a limited liability company and is listed in data sources with an owner profile that includes both a domestic entity and an individual. Its classification is recorded as "Unclassified," and the firm's public profile contains few signals of conventional advisory activity. The dataset marks it as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Available fields for fee structure, client base, business activities, and advisory activities are blank in the record, so there is little public detail about how the firm positions itself or the services it offers.
Assets & Accounts
Investments & Alternatives
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
1 of 1Harry Gobora
COOCRD 1201577
Contacts
3 of 4
Monique Romero
FinOpCRD 6712654

Bradley Wolfthal
CRD 2088069

Claudette Burgess-gay
CCOCRD 2547910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
W Cnshohocken, PA
Montgomery
Location
W Cnshohocken, PA
Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 200 Barr Harbor Dr
- Time zone
- ET (UTC-5)
- Office locations
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