Eric Diton, financial advisor Boca Raton FL

Eric Diton

CRD Number: 1437621
Current Firm: The Wealth Alliance, LLC

Eric Diton (CRD# 1437621) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Boca Raton, FL and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
The Wealth Alliance, LLC Melville, NY Aug 2019 - Current 4
Purshe Kaplan Sterling Investments, Inc. Albany, NY Aug 2019 - Current 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Aug 2019 4
Morgan Stanley Melville, NY Feb 2009 - Aug 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Jun 1995
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Eric A. Diton
Phone Number: (631) 670-0682
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    3,629
    ACCOUNTS
  • Average Account Value
    $406,912
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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