A group of veteran Morgan Stanley financial advisors with about $650 million in assets has gone independent and formed its own registered investment advisory firm.
The former 360 Group is now doing business as Opal Wealth Advisors in Jericho, New York (on Long Island). It includes Lee A. Korn; Jesse Giordano, CFP; Joseph N Filosa, CFP; and five other professionals.
“Having the freedom and flexibility that comes from being truly independent allows us to offer what we believe to be the best products, providers and solutions to our clients,” according to Korn. From custodial services to cutting-edge technology to independent research, Opal Wealth Advisors has access to what we believe is the best of Wall Street.”