Joseph Nino Filosa
Investment adviser representative at Opal Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Opal Wealth Advisors, LLCJan 2019 to now
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2019
- Morgan Stanley Smith BarneyOct 2009 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Opal Wealth Advisors, LLC
$1.2BAssets managed
745Clients
10Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4768130
- Firm CRD
- 289759