The Wealth Alliance, LLC

The Wealth Alliance, LLC (CRD# 305052) is a financial advisory firm headquartered in Melville, NY. They manage $997,083,103 in 2,465 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    997
    MILLION
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $404,496
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NJ, NY, PA, TX

Financial Advisors at The Wealth Alliance, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Eric A. Diton
CRD#: 1437621
6501 Congress Avenue, Suite 100, Boca Raton, FL 33487

Eric Diton (CRD# 1437621) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Boca Raton, FL and has over 35 years of experience in the finance industry.

2
Robert J. Conzo
CRD#: 4136827
105 Broadhollow Road, Melville, NY 11747

Robert Conzo (CRD# 4136827) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 20 years of experience in the finance industry. Robert Conzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter E. Silber
CRD#: 2828456
105 Broadhollow Road, Mellville, NY 11747

Peter Silber (CRD# 2828456) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Mellville, NY and has over 20 years of experience in the finance industry. Peter Silber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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