Adam Spencer Diton
Investment adviser representative at The Wealth Alliance, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- The Wealth Alliance, LLCMay 2022 to now
- Purshe Kaplan Sterling InvestmentsMay 2022 to now
- UnemployedJan 2022 to May 2022
- New York LifeJun 2017 to Jan 2022
- Morgan StanleyJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
The Wealth Alliance, LLC
$2.1BAssets managed
1,232Clients
12Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6211131
- Firm CRD
- 305052