Daniel Lloyd Gibbons
Investment adviser representative at Opal Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 yearsFirm in business
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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
13 years in the industry.
- Opal Wealth Advisors, LLCJun 2021 to now
- Purshe Kaplan Sterling InvestmentsJun 2021 to now
- Equitable AdvisorsSep 2019 to Jun 2021
- MagiiJan 2018 to Jul 2019
- 4thought Financial Group Inc.Aug 2017 to Feb 2018
- Marist CollegeSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6722849
- Firm CRD
- 289759