Robert Conzo
Robert Conzo is a CFP-designated registered investment advisor at The Wealth Alliance, LLC, based in melville, NY, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,186 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WA provides investment management services where fees range from 0.25% to 1.75% of the value of your portfolio each year. The exact fee depends on the services offered, complexity, the amount you invest, and your overall relationship with WA. Fees are paid in advance each quarter.
Location
105 Broadhollow road, melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an investment advisor representative and CEO/Managing director for Wealth Alliance and a registered representative of Purshe Kaplan Sterling Investments Inc. He also owns rental properties, is a board member for Northwell Health, sells fixed insurance, and manages property for GTX Enterprises. Robert is also an indirect owner of Wealth Alliance Holdings LLC and RJC Holdings LLC.
Employment History
Current Registrations
The Wealth Alliance, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.