Blake A. Muraskin

OPTIMAL WEALTH

Sudbury, MA 01776

Some features on this profile are disabled

CRD#: 6078970

Professional summary

Blake Austin Muraskin is a registered financial advisor currently at OPTIMAL WEALTH located in Sudbury, Massachusetts.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Blake has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Austin Muraskin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 26, 2024 - Present

OPTIMAL WEALTH

Office #1: 144 North Road Suite 1150, Sudbury, MA 01776

RIA

CRD#: 306120

Sudbury, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2024

Uniform Investment Adviser Law Examination

Current Firm

OPTIMAL WEALTH

OPTIMAL WEALTH | OPTIWEALTH LLC

CRD#: 306120 / SEC#: 801-117614

RIA

Registered Investment Advisory firm - (6/22/2020 Terminated)

Massachusetts

Registered Investment Advisory firm - (6/16/2020 Approved)

Texas

Registered Investment Advisory firm - (11/4/2020 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

144 North Road Suite 1150, Sudbury, MA 01776

Mailing Address

Phone number

(617) 277-4453

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	244
AUM (Assets Under Management)	$ 76,485,815

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake A. Muraskin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Austin Muraskin's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIMAL WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2024

Current Firm

OPTIMAL WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPTIMAL WEALTH

TRUST BUT VERIFY

Similar Advisors