Unclaimed Profile

Robert Joseph Conzo

THE WEALTH ALLIANCE, LLC·MELVILLE, New York

Clean recordTHE WEALTH ALLIANCE, LLC

105 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 4136827Firm CRD# 305052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Joseph Conzo · MELVILLE, NY

Registration

CRD #4136827 · THE WEALTH ALLIANCE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Joseph Conzo is a registered financial advisor based in MELVILLE, New York, affiliated with THE WEALTH ALLIANCE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE WEALTH ALLIANCE, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE WEALTH ALLIANCE, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4136827

Firm CRD# 305052

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Joseph Conzo offer?

Robert Joseph Conzo specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.

What are Robert Joseph Conzo's credentials?

Robert Joseph Conzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Joseph Conzo located?

Robert Joseph Conzo is based in MELVILLE, New York, working with THE WEALTH ALLIANCE, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.

How does Robert Joseph Conzo charge for services?

Robert Joseph Conzo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE WEALTH ALLIANCE, LLC?

THE WEALTH ALLIANCE, LLC has approximately 21 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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