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David Beck Raphael

Yieldstreet

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About David Beck Raphael

David Beck Raphael is an investment advisor representative at Yieldstreet. David has been in the industry since 2013, and has previously worked at KPMG, Capstone Investment Advisors, The Solaris Group LLC, and Klingenstein Fields Advisors. David is registered with the Securities and Exchange Commission as an investment adviser representative in all states. David is also a Series 65 licensed individual. David has experience in providing investment advice to individuals, businesses, and investment companies.

Firm Information

David Raphael is currently registered with Yieldstreet. Yieldstreet is an investment firm headquartered in New York, NY. They manage a total of $1,218,995,681 in assets and have 204 accounts under management. The firm provides portfolio management services for investment companies and pooled investment vehicles. They work with investment companies and pooled investment vehicles.
Yieldstreet

300 PARK AVENUE

NEW YORK, NY 10022

$1.22B

Assets Under Management

617

Total Clients

8

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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Raphael’s Registration & Firm History

NY

01/25/2024 - Present

Yieldstreet (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Beck Raphael.
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