Gregory Lethbridge
Advisor at The Wealth Alliance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Wealth Alliance, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Wealth Alliance, LLC
Location
Melville, NY 11747
Credentials
Series 65
Industry experience
< 1 year
Gregory Lethbridge is an investment advisor representative with The Wealth Alliance, LLC and holds a Series 65 designation. He has been in the financial industry since 2024, with prior experience at Purshe Kaplan Sterling Investments, Inc. Outside of advisory work, he has held various roles including positions at FedEx Ground and Edge Case Capital Partners. The Wealth Alliance, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services for individuals, families, trusts, estates, businesses, and retirement plans. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and frequently implements strategies through third-party platforms and independent managers.
Based on The Wealth Alliance, LLC
Fixed fees for financial planning services, negotiable based on complexity; may be waived if receiving ongoing investment management
0.25% to 1.75% annually (varies by services, relationship complexity, and assets under management)
Certain supervised persons earn commissions in separate brokerage capacity; WA does not charge advisory fees on commission-based assets or transactions.
Up to $500/hour for financial planning services
105 Broadhollow Road
Melville, NY 11747
New York
Purshe Kaplan Sterling Investments, Inc.
2024 - Present (2 years)
The Wealth Alliance, LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
FedEx Ground
2023 - 2024 (1 year)
Edge Case Capital Partners
2023 - 2023 (1 year)
SUNY Binghamton
2019 - 2024 (5 years)
The Shores Beach Club
2018 - 2022 (4 years)
Sunny Atlantic Beach Club
2017 - 2017 (1 year)
Student
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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