Unclaimed Profile

Katherine Mary Dean-Stahl

OPAL WEALTH ADVISORS, LLC·JERICHO, New York

SIE, Series 7, Series 24, Series 65, Series 66CFPClean record23 years registeredOPAL WEALTH ADVISORS, LLC

2 JERICHO PLAZA, JERICHO, NY 11753CRD# 3147217Firm CRD# 289759

Profile Verification

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

Identity

Katherine Mary Dean-Stahl · JERICHO, NY

Registration

CRD #3147217 · OPAL WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

OPAL WEALTH ADVISORS, LLC

Jan 2019 – present

PURSHE KAPLAN STERLING INVESTMENTS

Jan 2019 – present

IFMG SECURITIES, INC.

Nov 2002 – Feb 2005

PURCHASE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · November 11, 2002

Years registered · 23

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 Katherine Mary Dean-Stahl offer?

Katherine Mary Dean-Stahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JERICHO, New York for a consultation.

What are Katherine Mary Dean-Stahl's credentials?

Katherine Mary Dean-Stahl holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Katherine Mary Dean-Stahl located?

Katherine Mary Dean-Stahl 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 Katherine Mary Dean-Stahl charge for services?

Katherine Mary Dean-Stahl'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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