The Wealth Alliance, LLC
The Wealth Alliance, LLC (CRD# 305052) is a financial advisory firm headquartered in Melville, NY. They manage $1,703,650,906 in 4,006 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,704MILLION
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Total Number of Accounts4,006ACCOUNTS
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Average Account Value$425,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Adam Diton (CRD# 6211131) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 7 years of experience in the finance industry.
Eric Diton (CRD# 1437621) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Boca Raton, FL and has over 38 years of experience in the finance industry.
Paul Camhi (CRD# 4611529) 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.
Seth Cohan (CRD# 1539843) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 37 years of experience in the finance industry.
Robert Conzo (CRD# 4136827) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 23 years of experience in the finance industry.
William Franey (CRD# 2615090) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 25 years of experience in the finance industry.
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.
Shawn Klotsche (CRD# 6573897) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 4 years of experience in the finance industry.
Peter Silber (CRD# 2828456) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Mellville, NY and has over 23 years of experience in the finance industry.