Peter
Silber

The Wealth Alliance, LLC

CRD#2828456
Investment Advisor
in Melville, NY

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About this Advisor

Peter Silber is a financial advisor based in Melville, New York, working with The Wealth Alliance, LLC. Peter has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, The Wealth Alliance, LLC, and Purshe Kaplan Sterling Investments, Inc. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Peter is part of The Wealth Alliance, LLC, which operates out of Melville, New York. The firm has 2 offices and 21 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Wealth Alliance, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

105 Broadhollow Road
Melville, NY 11747

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The Wealth Alliance, LLC Brokerage Details

Total Assets Under Management

$1,703,650,906

NY Average: $7,464,549,021
Total Number of Employees

21

NY Average: 88
Total Number of Accounts

4,006

NY Average: 3,892
Average Account Size

$425,275

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Peter Silber Work History

2019 - Present (5 years)

The Wealth Alliance, LLC

2019 - Present (5 years)

Purshe Kaplan Sterling Investments, Inc

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2009 - 2019 (10 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Peter Silber 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

Shawn Klotsche
Melville, NY
Adam Diton
Melville, NY
John Greiner
Melville, NY
Peter Silber
Melville, NY
Eric Diton
Boca Raton, FL
William Franey
Melville, NY
Paul Camhi
Melville, NY
Robert Conzo
Melville, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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