Opal Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
8246
Registered since
May 28, 1980

Firm profile

FINTRX

Overview

Opal Securities, Inc. is organized as a corporation and is listed with both a domestic-entity and individual ownership type. The firm is categorized as unclassified in the available data. Reported attributes indicate it does not act as a capital allocator and it has not identified itself as an active ESG investor. The record also marks the firm as not operating as a multi-state adviser, not newly formed, and not serving in a pension-consultant or related-adviser capacity. The firm has not disclosed its fee model, client segments, core business activities, or specific advisory services in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Zachary Goldberg

    Co-ceoCRD 5850891

Contacts

3 of 3
  • Brian Sweeney

    Brian Sweeney

    CCO, PrincipalCRD 4174087

  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Daniel Galligan

    Client Services AssistantCRD 8248812

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
251 W 30th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth