Diversified, LLC

Diversified, LLC (CRD# 123859) is a financial advisory firm headquartered in Wilmington, DE. They manage $151,784,540 in 404 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $375,704
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, NJ, PA, TN, TX, VA

Financial Advisors at Diversified, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kyle Hill
CRD#: 4250662
2200 Concord Pike, Suite 104, Wilmington, DE 19803
96
Wealthminder
score

Kyle Hill (CRD# 4250662) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 16 years of experience in the finance industry. Kyle Hill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David P. Levy
CRD#: 5356917
2200 Concord Pike, Suite 104, Wilmington, DE 19803
96
Wealthminder
score

David Levy (CRD# 5356917) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 10 years of experience in the finance industry. David Levy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew S. Rosen
CRD#: 4722997
2200 Concord Pike, Suite 104, Wilmington, DE 19803
96
Wealthminder
score

Andrew Rosen (CRD# 4722997) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 14 years of experience in the finance industry. Andrew Rosen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael T. Horwath
CRD#: 6015918
2200 Concord Pike, Suite 104, Wilmington, DE 19803
93
Wealthminder
score

Michael Horwath (CRD# 6015918) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.

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