Gregory J Lethbridge
Investment adviser representative at The Wealth Alliance, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
7 yearsFirm in business
Are you Gregory J Lethbridge? 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
12 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Oct 2024 to now
- The Wealth Alliance, LLCOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Fedex GroundSep 2023 to May 2024
- Edge Case Capital PartnersMay 2023 to Sep 2023
- Suny BinghamtonAug 2019 to May 2024
- The Shores Beach ClubMay 2018 to Sep 2022
- Sunny Atlantic Beach ClubMay 2017 to Sep 2017
- StudentOct 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7995085
- Firm CRD
- 305052