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Jesse James Giordano

OPAL WEALTH ADVISORS, LLC·JERICHO, New York
Unclaimed Profile
2 JERICHO PLAZA, JERICHO, NY 11753CRD# 4763193Firm CRD# 289759
01

About

Jesse James Giordano is a registered financial advisor based in JERICHO, New York, affiliated with OPAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OPAL WEALTH ADVISORS, LLC
OPAL WEALTH ADVISORS, LLC
AUM
$826M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at OPAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4763193
Firm CRD# 289759
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jesse James Giordano offer?
Jesse James Giordano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Jesse James Giordano's credentials?
Jesse James Giordano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse James Giordano located?
Jesse James Giordano is based in JERICHO, New York, working with OPAL WEALTH ADVISORS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Jesse James Giordano charge for services?
Jesse James Giordano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPAL WEALTH ADVISORS, LLC?
OPAL WEALTH ADVISORS, LLC has approximately 16 employees and manages $826M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JERICHO
John Edward Thurber — SASSICAIA CAPITAL ADVISERS LLCRobert Daniel Rosenthal — FIRST LONG ISLAND INVESTORS, LLCRalph Francis Palleschi — FIRST LONG ISLAND INVESTORS, LLCBruce Alan Siegel — FIRST LONG ISLAND INVESTORS, LLCMichael Roy Weinstat — WEINSTAT WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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