Advisers who worked as the 360 Group and managed $650 million at Morgan Stanley in Great Neck, N.Y., have formed Opal Wealth Advisors, a registered investment adviser with offices in Jericho, N.Y. Both communities are Long Island suburbs of New York City. The firm will use Schwab as its custodian and Purshe Kaplan Sterling as its broker-dealer. Its founders are Lee Korn, Jesse Giordano and Joseph Filosa.
