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Morgan Stanley Loses Brokers Producing $6 Mln-Plus to RBC and a New RIA
Read MoreIn a sign that advisors may be gaining more confidence about steering their way out of firms that have left the Protocol for Broker Recruiting, a multi-million-dollar Morgan Stanley producer in New York City and a four-advisor team in Long Island overseeing some $650 million of client assets left the wirehouse last Friday.
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Large $650M Morgan Stanley FA Team Goes Indie
Read MoreA team of financial advisors has left Morgan Stanley to launch their own RIA, the new company says. Jericho, N.Y.-based Opal Wealth Advisors, founded by Lee Korn, Jesse Giordano and Joseph Filosa, offers financial planning, investment management, performance coaching and estate, business and tax planning, according to a press release from Opal.
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Team Managing $650 Million at Morgan Stanley Goes RIA on Long Island
Read MoreAdvisers 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…
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Morgan Stanley Group Managing $650 Million Founds New RIA
Read MoreFormerly known as The 360 Group while at the wirehouse, members of the firm said Thursday they parted ways with the brokerage and founded Opal Wealth Advisors. Lee Korn, Jesse Giordano and Joseph Filosa are the three founders and advisors of the eight-person group that previously managed $650 million. The group works with a variety…
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$650m Morgan Stanley Team Breaks Away to Launch RIA
Read MoreThe wirehouse trio of Lee Korn, Jesse Giordano and Joseph Filosa has founded Opal Wealth Advisors. A Long Island team of Morgan Stanley advisors managing $650 million has broken away to hang up its own shingle as an independent hybrid RIA.
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Opal Wealth Advisors Launches In New York
Read MoreThe former 360 Group, a team that oversaw $650 million in client assets at Morgan Stanley, has officially launched Opal Wealth Advisors, an independent registered investment advisor (RIA). Founded by Lee A Korn, Jesse Giordano, CFP® and Joseph N Filosa, CFP®, the Long Island-based firm offers a wide range of services for both individuals and…
