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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Chelsea Barrows

Chelsea Barrows

OPAL WEALTH ADVISORS
Waverly Township, PA
Some features on this profile are disabled
CRD#: 5951286
Chelsea Barrows

Professional summary

Chelsea Barrows, AIF®, CFP®, who also goes by Chelsea E. Barrows, Chelsea Elyse Barrows, Chelsea B Rixner, Chelsea Rixner, is a registered financial advisor currently at OPAL WEALTH ADVISORS, LLC located in Waverly Township, Pennsylvania.

Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Chelsea has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chelsea E. Barrows | Chelsea Elyse Barrows | Chelsea B Rixner | Chelsea Rixner

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Barrows's CRS (Customer Relationship Summary).
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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

February 7, 2024 - Present

OPAL WEALTH ADVISORS, LLC

RIA
CRD#: 289759
Waverly Township, PA
Past

December 7, 2018 - January 31, 2024

FACET

RIA
CRD#: 285961
Waverly Township, PA
Past

July 13, 2018 - November 27, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Scranton, PA
Past

July 13, 2018 - November 27, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Scranton, PA
Past

June 19, 2017 - July 11, 2018

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Papillion, NE
Past

June 19, 2017 - July 11, 2018

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Papillion, NE
Past

April 11, 2013 - June 26, 2017

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WAVERLY, PA
Past

April 10, 2013 - June 26, 2017

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WAVERLY, PA
Past

February 25, 2013 - March 28, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WAVERLY, PA
Past

August 10, 2011 - March 28, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WAVERLY, PA

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.

Highlighted states indicate IAR registrations

IAR
New York
(2/7/2024)
IAR
Pennsylvania
(2/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/30/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/2011
General Securities Representative Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
20

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,411
AUM (Assets Under Management)$ 1,238,191,462

Accountant surprise examination report

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

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.

Company Information

OPAL WEALTH ADVISORS, LLC

CRD#: 289759Waverly Township, PA

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Job or Firm Moves
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