Optimal Market Technologies, LLC

Broker-DealerFINRA MemberEst. 2026
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 and appears in FINTRX as an unclassified SEC-registered investment adviser, with SEC registration recorded in 2026. The firm's reported ownership mixes a domestic entity and an individual. Public filings and the FINTRX snapshot provide only basic firm-level metadata; there are no disclosed details about its client types, fee schedules, specific advisory activities, or business lines. The snapshot flags several negative attributes that help define what the firm is not: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser. FINTRX also supplies no entries for the firm’s stated activities or outside affiliations, suggesting limited public disclosure or minimal operating activity at the time of the report.

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

Unlock 12 more contacts

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