Katherine Dean-Stahl
Katherine Dean-Stahl is a CFP-designated registered investment advisor at Opal Wealth Advisors, LLC, based in Jericho, NY, with 22 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 745 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.
Location
2 Jericho Plaza, Suite 208, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Katherine is a financial advisor at Opal Wealth Advisors and is involved in several other business activities, including real estate rental, women's empowerment, and health product sales. She also sells fixed/traditional insurance products, dedicates minimal time to this, and is on the advisory board for Silicon Valley Women Founders Fund.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan StanleyBroker
Lincoln Financial Securities CorporationBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.