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FIRM PROFILE
Overview
OPTIMX SECURITIES LLC is located at 101 Franklin Street Suite 4, Westport, CT 06880 and was first established at Boston, Nevada in 12/01/2016. After operating for 9 years, OPTIMX SECURITIES LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of OPTIMX SECURITIES LLC’s clients are individuals and 0% of their clients are high net worth individuals. OPTIMX SECURITIES LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at OPTIMX SECURITIES LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access OPTIMX SECURITIES LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at OPTIMX SECURITIES LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for OPTIMX SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
101 Franklin Street Suite 4, Westport, CT 06880
101 Franklin Street Suite 4, Westport, CT 06880
Small
(310) 907-6370
Nevada since 12/01/2016
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at OPTIMX SECURITIES LLC
Lawrence Gilbert Martel
David Allen Barnett
Craig Viani
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