Robert Joseph Conzo

Current Employers

Employment History

• 05/2008 → 08/2019
  Citigroup Global Markets Inc
  Melville, NY
• 06/2009 → 08/2019
  Morgan Stanley Smith Barney
  Melville, NY
• 01/2015 → 08/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2019 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2019 → Present
  The Wealth Alliance, Llc
  Melville, NY

Other Businesses

1) Mr. Conzo is dually registered with the Wealth Alliance and Purshe Kaplan Sterling Investments Inc ("PKS"). He has worked as an investment advisor representative and CEO/Managing director since August 2019. Investment Related. 105 Broadhollow Road, Melville, NY 11747. Start 08/2019. 160hrs/mo, 130hrs/mo during trading hours. Responsibilities are to manage the daily operation of the business. Handles the management and investment strategies of the clients financial affairs. He spends approximately 10% of his time as working as a registered representative of PKS, from the same address. 2) Rental Properties. Investment Related. 206 & 210 E. Farmingdale Street, Islip Terrace, NY 11752. Rental Property, Owner. Start 06/2005. 1hr/mo, 0 during trading hours. Oversee the rental of property. 3)Northwell Health - Southside Community Board. Non-Investment Related. Bayshore, NY. Community Board - Community Awareness. Board Member. Start 1/2010. 1hr/mo, 0 during trading hours. Primarily to be an ambassador to the community the hospital serves. The hospital looks to the board to get the message out about the hospital, raise funds and community awareness. 4) Fixed Insurance. Not Investment Related. 105 Broadhollow Road, Melville, NY 11747w. Insurance. Agent. Start 02/2020. 5 hours per week not during trading. Insurance Sales. 5) GTX Enterprises 105 Broadhollow Road, Melville, NY 11747. Holds Property. Owner. Investment Related. Start 12/31/2021. 6 hours/month, 1 during trading. Management of Property. 6) Wealth Alliance Holdings LLC 105 Broadhollow Rd, Melville NY 11747. Investment related. Holding Company. Indirect Owner through RJC Financial LLC. I'm an indirect member of the LLC. I oversee the daily operations of the business as it pertains to activity being recorded for tax purposes. Start 6/1/2022 2 hours/0 during trading. 7) RJC Holdings LLC 105 Broadhollow Rd, Melville NY 11747. Investment Related Holding Company. I'm an indirect member of the LLC. I oversee the daily operations of the business as it pertains to activity being recorded for tax purposes. Start 6/1/2022 2 hours/0 during trading. 8) PKS Financial; 80 State St, Albany NY 12207; Fixed Insurance; Agent; Fixed Insurance Sales; 5 hours/0 Security Hours; start date 10/2019 9) Rental Property: Investment Related. 26 Captains Dr, Islip, NY 1175. Rental property owner. Start 06/2023. 2hr/m. 0 during trading hours. Collect rental income.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-15

Designations