Michael Horwath (CRD# 6015918) is an Investment Advisor Representative working at Diversified, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
CRD# 5715758
Affinity Wealth Management, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities Service Network, Inc. | Wilmington, DE | Sep 2016 - Current | 1 |
| Diversified Financial Consulta | Wilmington, DE | Sep 2016 - Current | 1 |
| Sei Investments Distribution Company | Oaks, PA | Apr 2014 - Aug 2016 | 2 |
| Sei Investments Management Corp | Oaks, PA | Apr 2014 - Aug 2016 | 2 |
| Jhfn Sii | Allentown, PA | Jan 2012 - Apr 2014 | 2 |
| Keystone Financial Management | Allentown, PA | Jul 2011 - Apr 2014 | 2 |
| Unemployed | Bath, PA | May 2011 - Jul 2011 | < 1 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2007 - May 2011 | 3 |
| Amore Farms & Greenshouse | Bath, PA | Jul 2005 - Aug 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- DE
-
Total Assets Under Management152MILLIONS
-
Total Number of Accounts404ACCOUNTS
-
Average Account Value$375,704
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, DE, FL, MD, NJ, PA, TN, TX, VA
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