Robert Joseph Conzo
Investment adviser representative at The Wealth Alliance, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Robert Joseph Conzo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- The Wealth Alliance, LLCAug 2019 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2019
- Morgan Stanley Smith BarneyJun 2009 to Aug 2019
- Citigroup Global Markets IncMay 2008 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
The Wealth Alliance, LLC
$2.1BAssets managed
1,232Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4136827
- Firm CRD
- 305052