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Financial Advisor
New York
Melville
THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC

Tel: (631) 670-0682 105 Broadhollow Road Melville, New York 11747

About THE WEALTH ALLIANCE, LLC

THE WEALTH ALLIANCE, LLC is a Melville, New York based financial advisory firm with nearly $1,703,650,906 in assets under management and provides investment advisory services for 4006 clients. There are currently 21 financial advisors at the firm.

General Information
Firm CRD#:

305052

Firm SEC#:

801-117251

Assets Under Management:

$1,703,650,906

No. of Clients:

4006

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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