Unclaimed Profile

Joseph Nino Filosa

OPAL WEALTH ADVISORS, LLC·JERICHO, New York

Clean recordOPAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Nino Filosa 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OPAL WEALTH ADVISORS, LLC

AUM

$826M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4768130

Firm CRD# 289759

View on FINRA BrokerCheck →

Looking for a financial advisor in JERICHO?

Browse all registered financial advisors in JERICHO, New York or claim this profile if it's yours.

Browse JERICHO Advisors Are you this advisor? Claim profile

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →