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Christine Nardella

OPAL WEALTH ADVISORS
JERICHO, NY
·CRD# 5802021·5 years experience

Professional Summary

Christine Nardella, who also goes by Christine Elizabeth Nardella, Christine Nardella, is a registered financial advisor currently at OPAL WEALTH ADVISORS, LLC located in Jericho, New York. Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christine has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christine Elizabeth Nardella, Christine Nardella

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

OPAL WEALTH ADVISORS, LLC·CRD# 289759
RIA
2 Jericho Plaza Suite 208, Jericho, NY 11753
June 13, 2022 - Present
UNITED ASSET STRATEGIES INC.·CRD# 107434
RIA
Garden City, NY
July 20, 2021 - July 27, 2022

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Current Firm

OW
OPAL WEALTH ADVISORS, LLC

BLAISE ADVISORS, LLC | OPAL WEALTH ADVISORS, LLC

CRD#: 289759 / SEC#: 801-114223
RIA
Registered Investment Advisory firm - SEC (11/1/2018 Approved)

Contact Information

Main Address

2 Jericho Plaza Suite 208, Jericho, NY 11753

Phone Number

(516) 388-7980

# of Employees

20

SEC notice filing (13 States and Territories)

Registered to provide investment advisory services in 13 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR OPAL WEALTH ADVISORS, LLC (2/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,411

AUM (Assets Under Management)

$1,238,191,462

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/26/2025Cover PageReport
09/16/2024Cover PageReport
01/05/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

INSURANCE AGENT; START DATE 10/2010; ONE HOUR PER MONTH; ONE HOURS PER MONTH DURING SECURITIES TRADING HOURS.

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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 - SEC (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.
IAR
New York
(6/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Christine Nardella's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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