The Wealth Alliance Information

View Top Employees from The Wealth Alliance

The Wealth Alliance is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Wealth Alliance and its representatives are properly licensed or exempt from licensure. The firm is fully committed to revolutionizing the client experience with experienced advisors on staff who are supported by a knowledgeable team of service professionals.

Website	http://www.thewealthalliance.com/disclosures
Employees	26 (21 on RocketReach)
Address	105 Broadhollow Rd., Melville, New York 11747, US
Phone	+1 631-670-0682
Technologies	JavaScript , HTML , PHP +17 more (view full list)
Industry	Financial Services
Keywords	Asset Management, Investment Advisor, Financial Advisory Services, Registered Investment Advisor, Wealth Management, Financial Advisor, Financial Planning, Portfolio Management, Retirement Planning, Investment Management, Estate Planning, Wealth Planning, Financial Services, Investment Strategies, Tax Planning, Retirement Solutions, Investment Consulting, Financial Solutions, Long-Term Investing, Wealth Preservation
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, TD Ameritrade, Edward Jones, Merrill Lynch, Raymond James, LPL Financial, Financial Services Company, Morgan Stanley +42 more (view full list)

The Wealth Alliance Questions

Who is the CEO and Managing Director of The Wealth Alliance?

Robert Conzo is the CEO and Managing Director of The Wealth Alliance.

How many people are employed at The Wealth Alliance?

21 people are employed at The Wealth Alliance.

Where is The Wealth Alliance based?

The Wealth Alliance is based in Melville, New York.

Top The Wealth Alliance Employees

Robert Conzo

CEO and Managing Director at The Wealth Alliance

Melville, NY, US
2
- thewealthalliance.com
- gmail.com
5+
- +1 631-420-XXXX
- +1 701-746-XXXX
- +1 631-385-XXXX
- +1 701-746-XXXX
- +1 212-713-XXXX
- +1 631-848-XXXX
William Franey

Chief Financial Officer and Chief Compliance Officer at The Wealth Alliance

Melville, NY, US
2
- gmail.com
- thewealthalliance.com
3
- +1 212-809-XXXX
- +1 631-670-XXXX
- +1 631-807-XXXX
Eric Diton

President and Managing Director, CIMA® at The Wealth Alliance

New York, NY, US
2
- thewealthalliance.com
- hotmail.com
5+
- +1 631-271-XXXX
- +1 631-755-XXXX
- +1 631-643-XXXX
- +1 516-643-XXXX
- +1 513-741-XXXX
- +1 516-971-XXXX
Matt Thomson

Director of Operations at The Wealth Alliance

New York, NY, US
1
- thewealthalliance.com
2
- +1 720-560-XXXX
- +1 303-884-XXXX
Paul Camhi

Vice President at The Wealth Alliance

New York, NY, US
3
- thewealthalliance.com
- gmail.com
- mail.com
5+
- +1 212-761-XXXX
- +1 562-696-XXXX
- +1 516-934-XXXX
- +1 516-931-XXXX
- +1 516-938-XXXX
- +1 516-802-XXXX
Peter Silber

Senior Financial Advisor at The Wealth Alliance

New York, NY, US
2
- thewealthalliance.com
- gmail.com
1
- +1 631-472-XXXX
Richard Conzo

Chief Technology Officer at The Wealth Alliance

Melville, NY, US
3
- verizon.net
- genxwave.com
- thewealthalliance.com
4
- +1 631-277-XXXX
- +1 201-206-XXXX
- +1 516-639-XXXX
- +1 631-277-XXXX
Adam Diton

Financial Advisor at The Wealth Alliance

New York, NY, US
3
- thewealthalliance.com
- hotmail.com
- aol.com
3
- +1 631-944-XXXX
- +1 561-609-XXXX
- +1 561-609-XXXX
Priya Gosain

Partnership Integration Manager at The Wealth Alliance

New York, NY, US
1
- thewealthalliance.com
2
- +1 631-670-XXXX
- +1 917-621-XXXX
Giovanna Kiamos

Director of Human Resources at The Wealth Alliance

Seaford, NY, US
2
- gmail.com
- msn.com