Opal Wealth Advisors LLC
Legal Name: OPAL WEALTH ADVISORS, LLC
Full Contact Details
Opal Wealth Advisors LLC
2 JERICHO PLAZA, SUITE 208, JERICHO, NY
516-388-7980
516-388-7968
Other Info
Opal Wealth Advisors LLC, now known as OPAL WEALTH ADVISORS, LLC, is a Delaware-based Limited Liability Company with 8 employees, including 4 advisors, but their client base remains undisclosed. The firm's SEC status is Approved, and was last registered on November 1, 2018.
Financial Planning & Wealth Management – Opal Wealth Advisors
Opal Wealth Advisors provides personalized guidance so you can take control of your money, design your ideal retirement, and achieve the results you want.
Direct Owners
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JESSE JAMES GIORDANO
MANAGING MEMBER AND PRINCIPAL owns more than 25% but less than 50%
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JOSEPH NINO FILOSA
MANAGING MEMBER AND PRINCIPAL owns more than 10% but less than 25%
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KATHERINE MARY DEAN
CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS owns less than 5%
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LEE A KORN
MANAGING MEMBER AND PRINCIPAL owns more than 25% but less than 50%