Joseph Filosa is a CFP-designated registered investment advisor, based in Jericho, NY, with 21 years of industry experience.
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
Joseph is a financial advisor and partner at Opal Wealth Advisors, dedicating about half his time to managing client relationships. He also works as a consultant/salesperson for Brooklyn Tile & Design, LLC, is an agent for Wentworth Financial Partners selling fixed/traditional insurance, and is a partner in Brooklyn Tile Design & Build, LLC and Brooklyn Title & Design Holdings LLC.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Gunnallen Financial, INCBroker
Raike Financial Group INC.Broker
State Registrations16 states
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