Eric
Diton
The Wealth Alliance, LLC
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About this Advisor
Eric Diton is a financial advisor who works out of Boca Raton, Florida with a total of 3 years of relevant experience. Diton is on the advisory team at The Wealth Alliance, LLC. During their career, the advisor has held roles at Morgan Stanley, Morgan Stanley Private Bank, National Association, The Wealth Alliance, LLC and Purshe Kaplan Sterling Investments, Inc. Diton holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida, New York and Texas. The Wealth Alliance, LLC is a registered investment firm that has its headquarters in Melville, NY. The investment advisory business has offices in two locations and a total of 21 financial advisors. It controls $2 billion in assets under management across its 3,629 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 3,629 customer accounts, 30% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely depend on the financial services offered. Fees billed by The Wealth Alliance, LLC can be comprised of 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
Eric Diton Work History
Eric has been registered as a financial advisor for 3 years.*
The Wealth Alliance, LLC
Purshe Kaplan Sterling Investments, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
*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 Eric Diton 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
Boca Raton, FL
Melville, NY
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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