Diversified, LLC

Diversified, LLC (CRD# 123859) is a financial advisory firm headquartered in Wilmington, DE. They manage $1,553,774,222 in 4,562 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
3705 Concord Pike, Wilmington, DE 19803
https://www.linkedin.com/company/diversifiedllc/
By the Numbers
  • Total Assets Under Management
    1,554
    MILLION
  • Total Number of Accounts
    4,562
    ACCOUNTS
  • Average Account Value
    $340,591
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Diversified, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Michael Fisher, financial advisor Wilmington DE
Michael A. Fisher
CRD#: 4628860
3705 Concord Pike, Wilmington, DE 19803

Michael Fisher (CRD# 4628860) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 20 years of experience in the finance industry.

2
Peter Hackenbrack, financial advisor Wilmington DE
Peter J. Hackenbrack
CRD#: 6754486
3705 Concord Pike, Wilmington, DE 19803

Peter Hackenbrack (CRD# 6754486) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.

3
Kyle Hill, financial advisor Wilmington DE
Kyle Hill
CRD#: 4250662
3705 Concord Pike, Wilmington, DE 19803

Kyle Hill (CRD# 4250662) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 22 years of experience in the finance industry.

4
Michael Horwath, financial advisor Wilmington DE
Michael T. Horwath
CRD#: 6015918
3705 Concord Pike, Wilmington, DE 19803

Michael Horwath (CRD# 6015918) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 12 years of experience in the finance industry.

5
David Levy, financial advisor Wilmington DE
David P. Levy
CRD#: 5356917
3705 Concord Pike, Wilmington, DE 19803

David Levy (CRD# 5356917) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 16 years of experience in the finance industry.

6
Martin McGuire, financial advisor Wilmington DE
Martin T. McGuire
CRD#: 4906807
3705 Concord Pike, Wilmington, DE 19803

Martin McGuire (CRD# 4906807) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 19 years of experience in the finance industry.

7
Renae Ransdell, financial advisor Wilmington DE
Renae Ransdell
CRD#: 5364029
3705 Concord Pike, Wilmington, DE 19803

Renae Ransdell (CRD# 5364029) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

8
Andrew Rosen, financial advisor Wilmington DE
Andrew S. Rosen
CRD#: 4722997
3705 Concord Pike, Wilmington, DE 19803

Andrew Rosen (CRD# 4722997) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 20 years of experience in the finance industry.

9
Irvin Rosenzweig, financial advisor Wilmington DE
Irvin W. Rosenzweig
CRD#: 1587808
3705 Concord Pike, Wilmington, DE 19803

Irvin Rosenzweig (CRD# 1587808) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 37 years of experience in the finance industry.

10
Clark Schweitzer, financial advisor Wilmington DE
Clark T. Schweitzer
CRD#: 5813972
3705 Concord Pike, Wilmington, DE 19803

Clark Schweitzer (CRD# 5813972) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 12 years of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals