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).

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 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.

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