Katherine Mary Dean-Stahl

Employer firm

Opal Wealth Advisors, LLC CRD 289759

$1.24B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 01/2019
  Morgan Stanley
  Great Neck, NY
• 01/2019 → Present
  Opal Wealth Advisors, Llc
  Jericho, NY
• 01/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2002-11-11 → 2005-02-22
  Ifmg Securities, Inc.
  Purchase, NY

Other Businesses

1) Opal Wealth Advisors-Investment related-2 Jericho Plaza, Jericho, NY 11753-RIA-Financial Advisor-1/2019-160 hrs/mth-160 during trading hrs-Financial Advisor. 2) Shaklee-Not investment related-60 Brook St., W Sayville, NY 11796-Natural products-Distributor-8/2009-1 hrs/mth during trading hrs- Facilitate purchases of products. 3) Emals, LLC (Rental Property)-Not investment related-100 Lakeland Ave, Sayville, NY 11782-Real Estate Rental-Member-5/2017-1 hrs/mth-0 during trading hrs-A member of Emals, LLC-Owner of rental real estate. 4) Living your Worth, Inc.-Not investment related-60 Brook Street, W. Sayville, NY 11796-Women's Empowerment, Education-Owner-5/2016-10 hrs/mth-1 during trading hrs-Owner-teach other to own their worth, be empowered, speaker at events, organize women's retreats. 5) Wentworth Financial Partners-Not investment related-80 State Street, Albany, NY 12207. Fixed/Traditional insurance-Agent-1/2019-Agent-10/2018-6 hrs/mth-1 during trading hrs-Sale of fixed/traditional insurance products 6) Isagenix Health Products-Not investment related-60 Brook Street, West Sayville, NY 11796-Health Products-Consultant-10/24/2019-5 hrs/mth-0 during trading hrs-Sharing products with friends about the health products. 7) Her Net Worth. Investment Related. 60 Brook Street, West Sayville, NY 11796. Author or Book and Possible Podcast. Owner. 1/2025. 5 Hrs/Mo; 0 During Trading Hours. It will be about money mindset, business tools and ideas, consistent action to create more financial freedom and supporting other women in business without the pressures of other influences. 8) Silicon Valley Women Founders Fund. Investment Related. San Francisco, CA. Advisory Board. Advisory Member. Start Date: 04/01/2025. 5 hrs/ month; none during trading hours. Advisory Meetings and Discussions. Introductions to private equity GPS.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-09
• S65 Uniform Investment Adviser Law Examination
  1999-03-11

Designations

• Certified Financial Planner

Other Names

• Katherine Mary Dean
• Katherine Mary Dean
• Katherine Mary Dean-Stahl