WILLIAMS TRADING LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 43678
- Registered since
- March 4, 1998
- Website
- www.wtco.com
Firm profile
FINTRXOverview
Williams Trading LLC is structured as a limited liability company and is classified in public records as an investment bank. The firm was SEC-registered in 1998 and is owned by an individual. Public attributes indicate it does not function as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. The available disclosures do not include specific descriptions of advisory services, fee arrangements, client types, or business activities. The registration and classification suggest trading- or capital-markets–oriented operations rather than a traditional private wealth or RIA business model, but filings do not provide the operational detail necessary to confirm product or service focus.
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 4PETER GRECA
Chief Administrative OfficerCRD 4547499
JOSEPH GOERTZ
Chief Compliance Officer & Director of OperationsCRD 5607738
LANCE MARCIANO
Principal & Chief Operating OfficerCRD 2261020
Contacts
3 of 16STEFAN POLLMANN
PRINCIPAL & HEAD OF PRIVATE SECONDARY TRADINGCRD 2669413
BRADFORD MEIKLE
Senior Managing DirectorCRD 2763611
DAVID AMBROSE
SalesCRD 1274980
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
- 450 Post Rd E
- Time zone
- ET (UTC-5)
- Office locations
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