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Katherine Mary Dean-Stahl

OPAL WEALTH ADVISORS, LLC·JERICHO, New York
Clean recordOPAL 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katherine Mary Dean-Stahl 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
Introduction

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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# 3147217
Firm CRD# 289759
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at OPAL WEALTH ADVISORS, LLC

Jesse James Giordano
JERICHO, NY
Christopher H Clasen
JERICHO, NY
Joseph Nino Filosa
JERICHO, NY
Lee A Korn
JERICHO, NY

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