Joseph Filosa

from Opal Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Joseph Filosa is a financial advisor based in New York, Jericho, with 21 years of experience. Joseph currently works for Opal Wealth Advisors, LLC. Joseph 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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Joseph Filosa 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
9 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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