Chelsea E. Barrows

OPAL WEALTH ADVISORS

Waverly Township, PA

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CRD#: 5951286

Professional summary

Chelsea Elyse 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.

1. NEPA Youth Shelter, Non investment related, Non-Profit, Board Member since 2023, no hours devoted during trading hours. 2. Oak Glen HOA, Non investment related, Community Organizing, Board Member, no hours devoted during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Elyse 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.

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.

CRD#: 42132

Papillion, NE

Past

April 11, 2013 - June 26, 2017

EQUITABLE ADVISORS, LLC

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

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".

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)

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

State Security Law Exam

IAR

Series 65

Date: 2/15/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2011

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR OPAL WEALTH ADVISORS, LLC (7/15/2025)

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	Cover Page	Report
09/16/2024	Cover Page	Report
01/05/2024	Cover Page	Report
11/01/2022	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.

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Advisor Monitoring

Firm Stability Insights

Chelsea E. Barrows

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FACET

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OPAL WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2013

Series 63

Date: 8/30/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2011

Current Firm

OPAL WEALTH ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OPAL WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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