Unclaimed Profile

Joseph Nino Filosa

OPAL WEALTH ADVISORS, LLC·JERICHO, New York

SIE, Series 7, Series 63, Series 65CFPClean record16 years registeredOPAL WEALTH ADVISORS, LLC

2 JERICHO PLAZA, JERICHO, NY 11753CRD# 4768130Firm CRD# 289759

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Nino Filosa · JERICHO, NY

Registration

CRD #4768130 · OPAL WEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

OPAL WEALTH ADVISORS, LLC

Jan 2019 – present

MORGAN STANLEY

Oct 2009 – Jan 2019

GREAT NECK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 23, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPAL WEALTH ADVISORS, LLC

CRD 289759 · SEC 801-114223

AUM

$826M

Regulatory assets under management

Employees

1,883 client accounts

Services offered by OPAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Nino Filosa offer?

Joseph Nino Filosa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JERICHO, New York for a consultation.

What are Joseph Nino Filosa's credentials?

Joseph Nino Filosa holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Nino Filosa located?

Joseph Nino Filosa 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 Joseph Nino Filosa charge for services?

Joseph Nino Filosa'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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