David Beck Raphael
Investment adviser representative at Klingenstein Fields Advisors
10 yearsExperience
1 stateRegistered in
$4.7BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Klingenstein Fields AdvisorsOct 2025 to now
- YieldstreetJan 2023 to Sep 2025
- Klingenstein Fields AdvisorsJun 2019 to Dec 2022
- The Solaris Group LLCApr 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Klingenstein Fields Advisors
Legal name: Klingenstein, Fields & Co., L.P.
$4.7BAssets managed
1,309Clients
5Advisers
37 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
- 7754422
- Firm CRD
- 105907