Optimal Market Technologies, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 336439
- Registered since
- January 20, 2026
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 15
Craig Reilly
Retail SalesCRD 2967567

Jetaun Williams
Compliance OfficerCRD 3257770

Heather Fitzgerald
FinOpCRD 4427665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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