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 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
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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