linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Joseph Conzo

THE Wealth Alliance, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Joseph Conzo

Robert Conzo is a financial advisor with over 20 years of experience in the industry. Robert is registered with The Wealth Alliance, LLC and is also registered as an Investment Advisor Representative with Purshe Kaplan Sterling Investments, Inc. Robert is a Certified Financial Planner and has extensive experience in providing financial advice to individuals, families, and businesses. Robert has held previous positions with firms such as Morgan Stanley and Citigroup.

Firm Information

Robert Conzo is currently registered with THE Wealth Alliance, LLC. THE Wealth Alliance, LLC is a Melville, NY-based Registered Investment Advisor (RIA) with over $1.7 billion in regulatory assets under management. The firm provides comprehensive financial planning, portfolio management, and other advisory services to high-net-worth individuals, corporations, and pension plans. With a team of 13 registered representatives and 8 investment adviser representatives, THE Wealth Alliance focuses on building long-term client relationships based on trust and transparency. They offer a wrap fee program and have a proven track record of delivering exceptional results to their clients.
THE Wealth Alliance, LLC

105 BROADHOLLOW ROAD

MELVILLE, NY 11747

$1.70B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Conzo’s Registration & Firm History

NY

06/24/2020 - Present

THE Wealth Alliance, LLC (melville NY)

NY

06/01/2009 - 09/19/2019

MORGAN STANLEY (MELVILLE NY)

NY

05/09/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)

NY

04/20/2000 - 05/21/2008

UBS FINANCIAL SERVICES INC. (MELVILLE NY)

Not sure if Robert Joseph Conzo is right for you?

Licenses & Designations

BOTH

Issued 05/15/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Conzo.
Not sure if Robert Joseph Conzo is right for you?