Best Investors
Account
Sign in
Best Investors
Account
Sign in
Optimus Wealth Management Group, Inc. CRD 149256
15 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1745 Route 9, Suite D, Clifton Park, NY 12065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED_RES | 2021-12-09 |
| MA | RA | APPROVED | 2021-08-10 |
| NY | RA | APPROVED | 2021-08-04 |
Branch Locations
1745 Route 9, Suite D, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optimus Wealth Management Group, Inc. | Clifton Park | NY | 08/2021 | Present |
| The Optimus Group Llc | Clifton Park | NY | 11/2018 | Present |
| Fm Global | Johnston | RI | 01/2015 | 10/2019 |
The Optimus Group, LLC; investment related; Clifton Park, NY; Insurance; Insurance Agent; Started 11/2019; 64 hours spent in this business and 64 during trading hours; insurance product sales and services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-26 |
Reach out to this advisor