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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-23 |
| FL | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2021-12-09 |
| NY | RA | APPROVED | 2021-04-03 |
| MA | RA | APPROVED | 2013-03-26 |
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 Mgmnt Grp | Clifton Park | NY | 01/2009 | Present |
| The Optimus Group, Llc | Clifton Park | NY | 10/2006 | Present |
| Vital Tax Solutions, Inc. | Clifton Park | NY | 03/2016 | Present |
THE OPTIMUS GROUP LLC NON-INVESTMENT RELATED 1745 ROUTE 9 CLIFTON PARK, NY 12065 INSURANCE SALES MANAGING PARTNER 10/2007 FULL TIME INSURANCE AGENT Vital Tax Solutions, Inc., which provides tax planning and tax return services to clients. Approximately 10%-15% of his time is spent in this business. From time to time, he will offer clients advice or products from those activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-01 |
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