OPAL WEALTH ADVISORS, LLC of JERICHO, NY is an SEC-registered investment adviser (CRD 289759). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Lee A Korn | MANAGING MEMBER AND PRINCIPAL | — |
| Jesse James Giordano | MANAGING MEMBER AND PRINCIPAL | — |
| Joseph Nino Filosa | MANAGING MEMBER AND PRINCIPAL | — |
| Christopher H Clasen | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jamie Ann Bruno | CHIEF COMPLIANCE OFFICER | — |
| Jamie Bruno | CHIEF COMPLIANCE OFFICER | Jericho, NY |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| KORN LEE A | MANAGING MEMBER AND PRINCIPAL | — |
| GIORDANO JESSE JAMES | MANAGING MEMBER AND PRINCIPAL | — |
| FILOSA JOSEPH NINO | MANAGING MEMBER AND PRINCIPAL | — |
| DEAN KATHERINE MARY | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | — |
| DEAN-STAHL KATHERINE MARY | MANAGING DIRECTOR OF OPERATIONS | — |
| Clasen Christopher H | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |