Financial ADVSR advisor directory · SEC adviser records

Opal Wealth Advisors, LLC financial advisors in Jericho, NY

Every SEC-registered investment adviser representative at a Opal Wealth Advisors, LLC office in Jericho, A to Z.

7 registered advisors work at Opal Wealth Advisors, LLC in Jericho, out of 8 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

Opal Wealth Advisors, LLC advisors in Jericho, A to Z

Every Opal Wealth Advisors, LLC advisor →

Chelsea BarrowsCertified Financial Planner
Jonah H. BlumenthalInvestment adviser rep
Gino CarolloAlso a broker rep
Joseph N. FilosaCertified Financial Planner · Also a broker rep
Jesse J. GiordanoCertified Financial Planner · Also a broker rep
Lee A. KornAlso a broker rep
Christine NardellaInvestment adviser rep

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Opal Wealth Advisors, LLC advisors in other cities

Alexandria, VA 1

Other firms in Jericho

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Morgan Stanley 80 UBS Financial Services Inc. 31 Oppenheimer & Co. Inc. 21 LPL Financial LLC 16 Osaic Wealth, Inc. 15 RBC Capital Markets, LLC 15 Ameriprise Financial Services, LLC 10 First Long Island Investors, LLC 6 Commonwealth Financial Network 4 Cetera Investment Advisers LLC 3 Lebenthal Global Advisors, LLC 3 Merkkuri Wealth Advisors LLC 3

Questions

How many financial advisors does Opal Wealth Advisors, LLC have in Jericho?

7 investment adviser representatives are registered at Opal Wealth Advisors, LLC offices in Jericho, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Is Opal Wealth Advisors, LLC one of the largest advisor employers in Jericho?

Opal Wealth Advisors, LLC ranks number 8 in Jericho by registered advisors; Morgan Stanley has the most, with 80.

How do I check a Opal Wealth Advisors, LLC advisor in Jericho?

Each advisor below 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. Advisors are listed at the city of the Opal Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.