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OT ADVISORS LLC

BOCA RATON, FL · CRD 328812 · IAPD ↗ · opportunistictraderetf.com · 786-529-1869

$1.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — OT ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
60
March 2024 — OT ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.