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 15 top financial advisors.
1
Helen Chestnut, financial advisor Wilmington DE
Helen B. Chestnut
CRD#: 1373302
3705 Concord Pike, Wilmington, DE 19803

Helen Chestnut (CRD# 1373302) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 38 years of experience in the finance industry.

2
Robert Chestnut, financial advisor Wilmington DE
Robert L. Chestnut
CRD#: 2301744
3705 Concord Pike, Wilmington, DE 19803

Robert Chestnut (CRD# 2301744) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 31 years of experience in the finance industry.

3
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.

4
Peter Hackenbrack, financial advisor Wayne PA
Peter J. Hackenbrack
CRD#: 6754486
480 Swedesford Road, #120, Wayne, PA 19087

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

5
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.

6
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.

7
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.

8
Martin McGuire, financial advisor Birmingham AL
Martin T. McGuire
CRD#: 4906807
2100 Southbridge Pkwy., Suite 650, Birmingham, AL 35209

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

9
Renae Ransdell, financial advisor Northampton MA
Renae Ransdell
CRD#: 5364029
355 Bridge Street, Unit 1a, Northampton, MA 01060

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

10
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.

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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.

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