AdvisorOS Directory
Claim Profile
Unclaimed Profile
WF

William George Franey

THE WEALTH ALLIANCE, LLC·MELVILLE, New York
Series 27, Series 63, Series 65Clean record2 years registeredTHE WEALTH ALLIANCE, LLC
105 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 2615090Firm CRD# 305052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William George Franey · MELVILLE, NY
Registration
CRD #2615090 · THE WEALTH ALLIANCE, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

THE WEALTH ALLIANCE, LLC
Apr 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 27
Series 63
Series 65
Registration record
First registered · April 16, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH ALLIANCE, LLC
CRD 305052 · SEC 801-117251
AUM
$1.7B
Regulatory assets under management
Employees
21
4,006 client accounts
Services offered by THE WEALTH ALLIANCE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE WEALTH ALLIANCE, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MELVILLE?

Browse all registered financial advisors in MELVILLE, New York or claim this profile if it's yours.

Browse MELVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William George Franey offer?
William George Franey specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are William George Franey's credentials?
William George Franey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William George Franey located?
William George Franey 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 William George Franey charge for services?
William George Franey'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE WEALTH ALLIANCE, LLC

Eric Andrew Diton
MELVILLE, NY
Robert Joseph Conzo
MELVILLE, NY
CFP

More Advisors in MELVILLE, New York

Christopher Philip Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
Gregory Thomas Moss
TOTAL MANAGEMENT GROUP, INC.·MELVILLE, NY
CFP
Philip Charles Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
David Joseph Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
Eric Matthew Sontag
GM ADVISORY GROUP, LLC·MELVILLE, NY
Mark Stewart Brody
FINANCIAL PLANNING ANALYSTS, LLC·MELVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)PITTSFORD (65)WHITE PLAINS (60)BROOKLYN (41)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile