Optimal Market Technologies, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
336439
Registered since
January 20, 2026

Firm profile

FINTRX

Overview

Optimal Market Technologies, LLC is organized as a limited liability company with ownership listed as a domestic entity and individual. Public-facing information about the firm’s services, investment approach, fee structure, client types, and advisory activities is not provided. Available attributes flag the firm as unclassified and indicate it does not serve as a capital allocator, does not identify as an ESG investor, is not a multistate adviser, is not a pension consultant, and has no listed related adviser relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 15
  • Craig Reilly

    Craig Reilly

    Retail SalesCRD 2967567

  • Jetaun Williams

    Jetaun Williams

    Compliance OfficerCRD 3257770

  • Heather Fitzgerald

    Heather Fitzgerald

    FinOpCRD 4427665

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth