Optas, LLC

Optas, LLC (CRD# 299965) is a financial advisory firm headquartered in Austin, TX. They manage $548,228,100 in 569 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    548
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $963,494
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NH, NY, TX

Financial Advisors at Optas, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Berger
CRD#: 2708511
210 Barton Springs Rd, Suite 415, Austin, TX 78704

Michael Berger (CRD# 2708511) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 21 years of experience in the finance industry.

2
Frederick M. Glasser
CRD#: 2517074
210 Barton Springs Rd, Suite 415, Austin, TX 78704

Frederick Glasser (CRD# 2517074) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 29 years of experience in the finance industry.

3
Meghan Railey
CRD#: 5570937
210 Barton Springs Rd, Suite 415, Austin, TX 78704

Meghan Railey (CRD# 5570937) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 15 years of experience in the finance industry.

4
Ryan Klippel
CRD#: 7021941
210 Barton Springs Rd, Suite 415, Austin, TX 78704

Ryan Klippel (CRD# 7021941) is an Investment Advisor Representative working at Optas, LLC in Austin, TX and has over 4 years of experience in the finance industry.

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