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 11 - 15 of 15 top financial advisors.
11
Irvin Rosenzweig, financial advisor Wayne PA
Irvin W. Rosenzweig
CRD#: 1587808
480 Swedesford Road, #120, Wayne, PA 19087

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

12
Clark Schweitzer, financial advisor Wayne PA
Clark T. Schweitzer
CRD#: 5813972
480 E Swedesford Rd., Suite 120, Wayne, PA 19087

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

13
Thomas Ervin, financial advisor Wilmington DE
Thomas M. Ervin
CRD#: 5997302
3705 Concord Pike, Wilmington, DE 19803

Thomas Ervin (CRD# 5997302) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 8 years of experience in the finance industry.

14
Jacob Foster, financial advisor Birmingham AL
Jacob C. Foster
CRD#: 5527845
Birmingham, AL

Jacob Foster (CRD# 5527845) is an Investment Advisor Representative working at Diversified, LLC in Birmingham, AL and has over 15 years of experience in the finance industry.

15
James Witner, financial advisor Wilmington DE
James Witner
CRD#: 7314350
3705 Concord Pike, Wilmington, DE 19803

James Witner (CRD# 7314350) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 3 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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