Matthew P. Krouse
OPAL WEALTH ADVISORS
Alexandria, VA
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CRD#: 4517535
Professional summary
Matthew Paul Krouse, CFP®, who also goes by Matt Krouse, is a registered financial advisor currently at OPAL WEALTH ADVISORS, LLC located in Alexandria, Virginia and PURSHE KAPLAN STERLING INVESTMENTS located in Jericho, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Krouse
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Rotary Club of Pleasantville---Investment related:NO---Address:PO Box 169, Pleasantville, NY 10570---Nature: member of club---Position:Board member---Start Date:8/2015---Hours/month:10---Hours/month during trading hours:0---Duties: attend meetings 2)Opal Wealth Advisors--Investment related:yes--445 Hamilton Avenue, 11th floor, White Plains, NY 10601--RIA--Financial Advisor--Start date:2/2021--Hours/month 240--hours/month during trading hours:32--Advisor 3) Man On Fire. Not Investment Related. 700 Canal Street Stamford, CT 06902. Support Group. Part of Senior Leadership. Start Date: 6/1/2020. 12 hrs/ month; none during trading hours. Provide feedback to the management team. Lead a group of men in personal growth via a weekly call and various check-ins throughout the week. 4) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 02/12/2021. 240 hrs/ month; 32 hrs/ month during trading hours. Provide insurance advice based on the needs of client(s).
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Krouse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
April 19, 2021 - Present
OPAL WEALTH ADVISORS, LLC
RIA
CRD#: 289759
Alexandria, VA
Current
February 12, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2 Jericho Plaza Suite 208, Jericho, NY 11753BD
CRD#: 35747
Jericho, NY
Past
May 8, 2002 - February 17, 2021
EDWARD JONES
BD
CRD#: 250
PLEASANTVILLE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
OPAL WEALTH ADVISORS, LLC
BLAISE ADVISORS, LLC | OPAL WEALTH ADVISORS, LLC
CRD#: 289759 / SEC#: 801-114223
RIA
Registered Investment Advisory firm - (11/1/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/12/2021)
RR
Connecticut(2/12/2021)
IAR
Connecticut(12/6/2023)
RR
Delaware(3/8/2021)
RR
Florida(2/12/2021)
RR
Georgia(2/22/2021)
RR
Maryland(2/12/2021)
RR
Massachusetts(2/12/2021)
RR
Minnesota(2/26/2021)
RR
Nevada(2/12/2021)
RR
New Jersey(2/12/2021)
RR
New York(2/12/2021)
IAR
New York(4/19/2021)
RR
North Carolina(2/12/2021)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(2/12/2021)
RR
Virginia(3/18/2021)
IAR
Virginia(9/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OW
OPAL WEALTH ADVISORS, LLC
BLAISE ADVISORS, LLC | OPAL WEALTH ADVISORS, LLC
CRD#: 289759 / SEC#: 801-114223
RIA
Registered Investment Advisory firm - (11/1/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Jericho Plaza Suite 208, Jericho, NY 11753
Mailing Address
Phone number
(516) 388-7980
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,097 |
| AUM (Assets Under Management) | $ 1,029,200,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 09/16/2024 | ||
| 01/05/2024 | ||
| 11/01/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
