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David Levy, CFP®

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803
(302) 7653500

Experience Lifelong Wealth

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.

At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:

1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth.

At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

General Information

Firm Start Year

1976

No.of Employees

10-19

CRD#

5356917

Firm CRD#

123859

Years of Experience in Financial Services

11

Number of Years with Current Firm

11

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Stocks, Mutual Funds, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

Via phone, At my office, Video Conference, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 65, Series 66, Series 63, Series 7

Insurance and Annuity Licenses

Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Firm's Number of Clients

550

Assets Managed by Firm

$500,000,000

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Leadership

University of Delaware
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