Financial ADVSR advisor directory · SEC adviser records
Opal Wealth Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Opal Wealth Advisors, LLC, by the state and city of the office they work from.
8 registered advisors work at Opal Wealth Advisors, LLC, in 2 states and 2 cities; the most are in Jericho, NY (7). 4 list the CFP designation and 5 are also registered broker representatives.
Search every Opal Wealth Advisors, LLC advisor by name →Who joined and left Opal Wealth Advisors, LLC →Opal Wealth Advisors, LLC: assets, clients and custodians →
Cities with the most Opal Wealth Advisors, LLC advisors
Opal Wealth Advisors, LLC advisors by state
Questions
How many financial advisors does Opal Wealth Advisors, LLC have?
8 investment adviser representatives are registered with Opal Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 4 list the CFP designation and 5 are also registered as broker representatives.
Where does Opal Wealth Advisors, LLC have the most advisors?
Jericho, NY, with 7 registered advisors, then Alexandria, VA (1). By state, New York has the most, with 7.
How do I find a Opal Wealth Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Opal Wealth Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Opal Wealth Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →