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Robert Joseph Conzo

Chief Executive Officer And Managing DirectorThe Wealth Alliance, LLCCRD 4136827

About Robert Joseph Conzo

Robert Joseph Conzo is listed as Chief Executive Officer And Managing Director at The Wealth Alliance, LLC in Melville, NY. Form ADV reports a beneficial ownership band of Under 5%. Robert Joseph Conzo is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of The Wealth Alliance, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Joseph Conzo work?

Robert Joseph Conzo is listed as Chief Executive Officer And Managing Director at The Wealth Alliance, LLC on SEC Form ADV.

How much of The Wealth Alliance, LLC does Robert Joseph Conzo own?

Form ADV reports a beneficial ownership band of Under 5%.

The Wealth Alliance, LLC

TitleChief Executive Officer And Managing Director
OwnershipUnder 5%
Control personYes
Since2019

The Wealth Alliance, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2024

The Wealth Alliance, LLC

TitleElected Manager
Ownership
Control personYes
Since2024