Opal Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 289759
- SEC number
- 801-114223
- Firm type
- RIA
- Assets under management
- $1.2B as of Feb 14, 2026
- Website
- www.opalwealthadvisors.com ↗
- Phone
- 516-388-7980
- Address
- 2 Jericho Plaza, Jericho, NY, 11753
Advisors at this firm
10 in our index · page 1 of 1
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Chelsea BarrowsCRD 5951286 · Waverly Township, PAIA RegisteredRegistration inactive
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Jonah H. BlumenthalCRD 8070448 · Jericho, NYIA Registered
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Gino CarolloCRD 2778128 · Jericho, NYIA RegisteredBrokerDisclosure event(s) on record
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Katherine Mary Dean-StahlCRD 3147217 · Jericho, NYIA RegisteredBroker
-
Joseph Nino FilosaCRD 4768130 · Jericho, NYIA RegisteredBroker
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Daniel Lloyd GibbonsCRD 6722849 · Jericho, NYIA RegisteredBroker
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Jesse James GiordanoCRD 4763193 · Jericho, NYIA RegisteredBroker
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Lee A KornCRD 2944142 · Jericho, NYIA RegisteredBrokerDisclosure event(s) on record
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Matthew Paul KrouseCRD 4517535 · Alexandria, VAIA RegisteredBrokerDisclosure event(s) on record
-
Christine NardellaCRD 5802021 · Jericho, NYIA Registered
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 289759 ↗
FINRA BrokerCheck record for firm CRD 289759 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.