Robert Conzo
Robert Conzo is a CFP-designated registered investment advisor at The Wealth Alliance, LLC, based in melville, NY, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,232 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fees generally range from 0.25% to 1.75% annually depending on services provided, relationship complexity, and overall assets under management. Fees are negotiable.
Fee Estimator
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
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