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William George Franey

THE WEALTH ALLIANCE, LLC·MELVILLE, New York
Clean recordTHE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William George Franey 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE WEALTH ALLIANCE, LLC
THE WEALTH ALLIANCE, LLC
AUM
$1.7B
Regulatory assets under management
Employees
21
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2615090
Firm CRD# 305052
View on FINRA BrokerCheck →

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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.
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Eric Andrew Diton
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Robert Joseph Conzo
MELVILLE, NY

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