John Greiner, financial advisor Melville NY

John Greiner

CRD Number: 7143122
Current Firm: The Wealth Alliance, LLC

John Greiner (CRD# 7143122) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments - Ap Albany, NY Sep 2020 - Current 3
The Wealth Alliance, LLC Melville, NY Jun 2020 - Current 3
The University Of Scranton Scranton, PA Sep 2020 - Dec 2022 2
Suny Binghamton Binghamton, NY Aug 2016 - May 2020 3
Enterprise Holdings Central Islip/binghamton, NY Jun 2019 - Mar 2020 < 1
Morgan Stanley Melville, NY Jun 2019 - Aug 2019 < 1
Joyrun Binghamton, NY Oct 2018 - May 2019 < 1
M.d. Sass Investors Manhattan, NY Jun 2018 - Aug 2018 < 1
Mid Island Party Rentals Hauppauge, NY Apr 2015 - Aug 2018 3
Hauppauge High School Hauppauge, NY Sep 2012 - Jun 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for John C. Greiner
Phone Number: (631) 670-0682
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,704
    MILLIONS
  • Total Number of Accounts
    4,006
    ACCOUNTS
  • Average Account Value
    $425,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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