linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Clark Thomas Schweitzer

Diversified, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clark? Claim Your Profile

About Clark Thomas Schweitzer

Clark Thomas Schweitzer is a financial advisor with Diversified, LLC. Clark holds multiple licenses and designations, including Series 7, 63 and 65 licenses, and the Certified Financial Planner designation. Clark has more than 10 years of experience in the financial services industry. Clark specializes in providing financial planning and investment management services to individuals, families, businesses, and retirement plans.

Firm Information

Clark Schweitzer is currently registered with Diversified, LLC. Diversified, LLC is an investment advisory firm headquartered in Wilmington, Delaware. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Diversified, LLC manages over $1.5 billion in assets for over 1,500 clients, including high net worth individuals, corporations, and pension plans. They are a registered investment advisor with the SEC and have a wrap fee program.
Diversified, LLC

3705 CONCORD PIKE

WILMINGTON, DE 19803

$1.55B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clark Schweitzer’s Registration & Firm History

DE

08/03/2021 - Present

Diversified, LLC (WILMINGTON DE)

PA

06/27/2014 - 07/19/2021

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

10/07/2011 - 06/02/2014

SCOTTRADE, INC. (PHILADELPHIA PA)

Not sure if Clark Thomas Schweitzer is right for you?

Licenses & Designations

IA

Issued 08/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark Thomas Schweitzer.
Not sure if Clark Thomas Schweitzer is right for you?