Chief Financial Officer · The Wealth Alliance, LLC
William G. Franey
CRD 2615090 · Named on Form ADV at one SEC-registered adviser
At a glance
The Wealth Alliance, LLC, an SEC-registered wealth manager based in Melville, NY with $2.1 billion in regulatory assets, lists William G. Franey on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- The Wealth Alliance, LLCChief Financial OfficerWealth manager · Melville, NY · $2.1B in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert J. ConzoChief Executive Officer and Managing Director, The Wealth Alliance, LLC
- Eric A. DitonPresident and Managing Director, The Wealth Alliance, LLC
- Matthew P. ThomsonDirector of Operations, The Wealth Alliance, LLC
- Karin M. TirrellChief Compliance Officer, The Wealth Alliance, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.