Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
19yrs
David Raphan has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Boca Raton, Florida. After 13 years at UBS Financial Services and less than a year at Wells Fargo Advisors, David joined Morgan Stanley in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors in Florida
Office1801 North Military Trail Suite 300, Boca Raton, FL 33431
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMorgan StanleyCurrent firm
- 2008 – 2020UBS Financial Services Inc.Previously
- Nov 2007 – May 2008Wells Fargo Clearing Services, LLCPreviously
Contact David
(914) 225-5510Firm headquarters in Purchase, NY. Ask for David. 1801 North Military Trail Suite 300Boca Raton, FL 33431Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Morgan Stanley at (914) 225-5510 and ask for David Raphan. David works from the Boca Raton, FL office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 19 years. More experience than 58% of advisors in Florida.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David 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.
Other advisors nearby
NFSG
47yrs
Top advisor by experience at NFSG
Coquina Private Wealth Advisors
47yrs
Top advisor by experience at Coquina Private Wealth Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Boca Raton
Merrill
47yrs
Top 1% by experience in Boca Raton
Raymond James & Associates
47yrs
Top 1% by experience in Boca Raton