Paul Camhi
Paul Camhi is a CFP-designated registered investment advisor at The Wealth Alliance, LLC, based in Melville, NY, with 23 years of industry experience. Paul 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
Paul is an Investment Advisor Representative and a Registered Representative. He also works as an insurance agent for multiple insurance agencies, dedicating minimal time to each.
Employment History
Current Registrations
The Wealth Alliance, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
State Registrations15 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.