Diversy Advisory Services, LLC

Diversy Advisory Services, LLC (CRD# 311493) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 51 states (or territories).

Current Firm Details
750 B St, Suite 1930, San Diego, CA 92101
https://diversyfund.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Diversy Advisory Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Lewis, financial advisor San Diego CA
Alan R. Lewis
CRD#: 5788224
750 B St, Suite 1930, San Diego, CA 92101

Alan Lewis (CRD# 5788224) is an Investment Advisor Representative working at Diversy Advisory Services, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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