David
Raphael
Yieldstreet
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About this Advisor
David Raphael is a financial advisor based in New York, New York, working with Yieldstreet. David has previously held positions at Kpmg, Capstone Investment Advisors, The Solaris Group LLC, Klingenstein Fields Advisors, and Yieldstreet. David has passed the Series 65 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, David is part of Yieldstreet, which operates out of New York, New York. The firm has 2 offices and 143 employees. The firm manages assets totaling $1.2 billion and offers services including portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Yieldstreet includes asset-based and performance-based fees.
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Yieldstreet Brokerage Details
$1,218,995,681
143
204
$5,975,469
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
David Raphael Work History
Yieldstreet
Klingenstein Fields Advisors
The Solaris Group LLC
Capstone Investment Advisors
Kpmg
Disclosures
Please visit the SEC profile of David Raphael 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 Yieldstreet
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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