Chelsea Barrows
Investment adviser representative at Opal Wealth Advisors, LLC
15 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
15 years in the industry.
- Opal Wealth Advisors, LLCJan 2024 to now
- Facet WealthDec 2018 to Jan 2024
- Cuso Financial Services dba Penfed Wealth ManagementJun 2017 to Nov 2018
- AXAAug 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 5951286
- Firm CRD
- 289759