Opal Wealth Advisors, LLC

Opal Wealth Advisors, LLC (CRD# 289759) is a financial advisory firm headquartered in Jericho, NY. They manage $825,863,682 in 1,883 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2 Jericho Plaza, Suite 208, Jericho, NY 11753
https://www.youtube.com/channel/ucjqfmlryia8xobjpt8lmfta
By the Numbers
  • Total Assets Under Management
    826
    MILLION
  • Total Number of Accounts
    1,883
    ACCOUNTS
  • Average Account Value
    $438,589
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Opal Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gino Carollo, financial advisor Jericho NY
Gino Carollo
CRD#: 2778128
2 Jericho Plaza, Suite 208, Jericho, NY 11753

Gino Carollo (CRD# 2778128) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 27 years of experience in the finance industry.

2
Katherine Dean-Stahl, financial advisor Jericho NY
Katherine M. Dean-Stahl
CRD#: 3147217
2 Jericho Plaza, Suite 208, Jericho, NY 11753

Katherine Dean-Stahl (CRD# 3147217) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 25 years of experience in the finance industry.

3
Joseph Filosa, financial advisor Jericho NY
Joseph N. Filosa
CRD#: 4768130
2 Jericho Plaza, Suite 208, Jericho, NY 11753

Joseph Filosa (CRD# 4768130) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 19 years of experience in the finance industry.

4
Jesse Giordano, financial advisor Jericho NY
Jesse J. Giordano
CRD#: 4763193
2 Jericho Plaza, Suite 204, Jericho, NY 11753

Jesse Giordano (CRD# 4763193) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 20 years of experience in the finance industry.

5
Lee Korn, financial advisor Jericho NY
Lee A. Korn
CRD#: 2944142
2 Jericho Plaza, Suite 208, Jericho, NY 11753

Lee Korn (CRD# 2944142) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has over 26 years of experience in the finance industry.

6
Matthew Krouse, financial advisor White Plains NY
Matthew P. Krouse
CRD#: 4517535
445 Hamilton Ave., 11th Floor, White Plains, NY 10601

Matthew Krouse (CRD# 4517535) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in White Plains, NY and has over 21 years of experience in the finance industry.

7
Christine Nardella, financial advisor Jericho NY
Christine Nardella
CRD#: 5802021
2 Jericho Plaza, Suite 208, Jericho, NY 11753

Christine Nardella (CRD# 5802021) is an Investment Advisor Representative working at Opal Wealth Advisors, LLC in Jericho, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals