Financial ADVSR advisor directory · SEC adviser records
The Wealth Alliance, LLC financial advisors in Melville, NY
Every SEC-registered investment adviser representative at a The Wealth Alliance, LLC office in Melville, A to Z.
The short answer
8 registered advisors work at The Wealth Alliance, LLC in Melville, out of 10 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
The Wealth Alliance, LLC advisors in Melville, A to Z
Every The Wealth Alliance, LLC advisor →- Paul C. CamhiCertified Financial Planner · Also a broker rep
- Seth L. CohanAlso a broker rep
- Adam S. DitonCertified Financial Planner · Also a broker rep
- William G. FraneyInvestment adviser rep
- Tyler E. GeorgeCertified Financial Planner
- John C. GreinerAlso a broker rep
- Gregory J. LethbridgeInvestment adviser rep
- Matthew P. ThomsonAlso a broker rep
The Wealth Alliance, LLC advisors in every city and state →The Wealth Alliance, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Wealth Alliance, LLC advisors in other cities
Other firms in Melville
All Melville advisors →Equitable Advisors, LLC 151Merrill Lynch, Pierce, Fenner & Smith Incorporated 138Morgan Stanley 100Wells Fargo Clearing Services, LLC 71Wells Fargo Advisors Financial Network, LLC 57Ameriprise Financial Services, LLC 55LPL Financial LLC 54LPL Enterprise, LLC 45UBS Financial Services Inc. 43Park Avenue Securities LLC 38Osaic Wealth, Inc. 35Eagle Strategies LLC 29
Questions
How many financial advisors does The Wealth Alliance, LLC have in Melville?
8 investment adviser representatives are registered at The Wealth Alliance, LLC offices in Melville, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is The Wealth Alliance, LLC one of the largest advisor employers in Melville?
The Wealth Alliance, LLC ranks number 32 in Melville by registered advisors; Equitable Advisors, LLC has the most, with 151.
How do I check a The Wealth Alliance, LLC advisor in Melville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Wealth Alliance, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.