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Imperity Wealth Alliance LLC CRD 339113
$140M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
445 Broadhollow Road Suite 400, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-25 |
Branch Locations
445 Broadhollow Road, Suite 400, Melville, NY 11747 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-29 |
Branch Locations
445 Broadhollow Road Suite 400, Melville, NY 11747 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zerah & Co, Cpa'S Pc | Melville | NY | 09/1984 | Present |
| Rzb Wealth Management, Llc | Melville | NY | 05/2019 | Present |
| Principal Securities Inc | Melville | NY | 03/2016 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | Present |
| Imperity Wealth Alliance Llc | Melville | NY | 03/2026 | Present |
1. Fixed insurance sales; as of 08/29/2023; 12% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, RZB Wealth Management, LLC, a private entity established to facilitate insurance business; as of 04/22/2019; 12% of time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation, Zerah & Company CPAs PC d/b/a Imperity Tax Planning; as of 1984; 15% of time spent during business hours; conducted at branch; Not investment related. 4. Co-owner, Zerah & Company CPAs PC d/b/a Imperity Tax Planning; an entity created for tax and accounting services; as of 1984; 15% of time spent during business hours; Conducted at branch location; Not Investment related. 5. Tax Preparation, Gutterson & Cohen Tax Specialists, LLC; as of 01/2020; 10% of time spent during business hours; conducted at branch; Not investment related. 6. Co-owner, Gutterson & Cohen Tax Specialists, LLC; an entity created for tax and accounting services; as of 01/2020; 10% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-20 |
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