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Adam Spencer Diton

THE Wealth Alliance, LLC

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About Adam Spencer Diton

Adam Diton is a financial advisor in Melville, NY with over 5 years of experience in the financial services industry. Adam is a Certified Financial Planner™ professional and holds FINRA Series 7, Series 66 and SIE securities licenses. Adam is currently registered with The Wealth Alliance, LLC and previously worked at NYLIFE DISTRIBUTORS LLC and Morgan Stanley. Adam focuses on providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans.

Firm Information

Adam Diton is currently registered with THE Wealth Alliance, LLC. THE Wealth Alliance, LLC is a Melville, NY-based Registered Investment Advisor (RIA) with over $1.7 billion in regulatory assets under management. The firm provides comprehensive financial planning, portfolio management, and other advisory services to high-net-worth individuals, corporations, and pension plans. With a team of 13 registered representatives and 8 investment adviser representatives, THE Wealth Alliance focuses on building long-term client relationships based on trust and transparency. They offer a wrap fee program and have a proven track record of delivering exceptional results to their clients.
THE Wealth Alliance, LLC

105 BROADHOLLOW ROAD

MELVILLE, NY 11747

$1.70B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Diton’s Registration & Firm History

NY

06/08/2022 - Present

THE Wealth Alliance, LLC (MELVILLE NY)

NY

06/15/2017 - 01/27/2022

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

NY

01/09/2017 - 06/12/2017

MORGAN STANLEY (MELVILLE NY)

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Licenses & Designations

BOTH

Issued 02/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Spencer Diton.
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