Matthew Thomson
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 63, Series 66
Industry experience
3 years
Matthew Thomson is a financial advisor with The Wealth Alliance, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab and Sotheby's International Realty, as well as a position at the Securities Exchange Commission. 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 offers customized, primarily long-term portfolios using a variety of investment vehicles and access to independent managers and third-party platforms.
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
2025 - Present (1 year)
The Wealth Alliance, LLC
2025 - Present (1 year)
AllocateRite, LLC
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Charles Schwab
2019 - 2024 (5 years)
Sotheby's International Realty
2017 - 2019 (2 years)
Securities Exchange Commission
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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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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