Gino Carollo

from Opal Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Gino Carollo is a financial advisor based in New York, Jericho, with 28 years of experience. Gino currently works for Opal Wealth Advisors, LLC. Gino maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Gino Carollo works at Opal Wealth Advisors, LLC
Opal Wealth Advisors, LLC is a financial advisory firm based in Jericho, New York. It currently has approximately $456,820,391 of assets under management and employs about 15 people. Opal Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2 Jericho Plaza, Suite 208, Jericho, New York, 11753

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