Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
41yrs
Eric Diton is a fiduciary financial advisor in Boca Raton, Florida, with 41 years in the industry. After ten years at Morgan Stanley and less than a year at Morgan Stanley & Co., Eric joined The Wealth Alliance in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience at The Wealth Alliance
Office6501 Congress Avenue Suite 100, Boca Raton, FL 33487
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.65 million
Advisors at the firm12
States licensed ?2 states
Services through The Wealth Alliance
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowThe Wealth Alliance, LLCCurrent firm
- 2009 – 2019Morgan StanleyPreviously
- Feb 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
Contact Eric
6501 Congress Avenue Suite 100Boca Raton, FL 33487Office · Get directions Firm main line(631) 670-0682Headquarters: The Wealth Alliance · Melville, NY Facebook pageThe Wealth Alliance
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call The Wealth Alliance at (631) 670-0682 and ask for Eric Diton. Eric works from the Boca Raton, FL office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1985, about 41 years. Top advisor by experience at The Wealth Alliance.
What licenses does Eric hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
The Wealth Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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