THE WEALTH ALLIANCE, LLC of MELVILLE, NY is an SEC-registered investment adviser (CRD 305052). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| William George Franey | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Robert Joseph Conzo | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; ELECTED MANAGER; MEMBER | — |
| Eric Andrew Diton | ELECTED MANAGER; MEMBER; PRESIDENT AND MANAGING DIRECTOR | — |
| Nicholas Michael Trepp | ELECTED MANAGER | — |
| Karin Marie Tirrell | CHIEF COMPLIANCE OFFICER | — |
| FRANEY WILLIAM GEORGE | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| CONZO ROBERT JOSEPH | CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR; EXECUTIVE DIRECTOR; EXECUTIVE DIRECTOR AND CHIEF EXECUTIVE OFFICER (+1 more) | — |
| DITON ERIC ANDREW | OWNER; PRESIDENT AND MANAGING DIRECTOR | — |
| Matthew Phillip Thomson | DIRECTOR OF OPERATIONS | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BOCA RATON | FL | 1 | (561) 910-8626 |
| — | — | 1 | 631 670-0682 |