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
| Title | Chief Executive Officer And Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
The Wealth Alliance, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
The Wealth Alliance, LLC
| Title | Elected Manager |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |