Paul
Camhi
The Wealth Alliance, LLC
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About this Advisor
Paul Camhi is a certified financial planner based in Melville, New York with 2 years of relevant experience. Camhi currently works for The Wealth Alliance, LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Purshe Kaplan Sterling Investments, Inc and The Wealth Alliance, LLC. Camhi has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. The Wealth Alliance, LLC is an advisory business that has its headquarters in Melville, NY. It has offices in two locations and a total of 21 people on staff. It administers $2 billion in assets across its 3,629 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 3,629 customer accounts, 30% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually are based on which services are offered. However, fee types charged by The Wealth Alliance, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Alliance, LLC Brokerage Details
$1,476,685,246
21
3,629
$406,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Paul Camhi Work History
Paul has been registered as a financial advisor for 2 years.*
Purshe Kaplan Sterling Investments, Inc
The Wealth Alliance, LLC
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Camhi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Alliance, LLC
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Boca Raton, FL
Melville, NY
Melville, NY
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
