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David Phillip Levy

Diversified, LLC

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About David Phillip Levy

David Levy is a financial advisor with Diversified, LLC. He has been in the industry since June 2007, and is registered with the state of Delaware and Pennsylvania. David specializes in providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. He also specializes in providing portfolio management for pooled investment vehicles.

Firm Information

David Levy 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Solicitor fees

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David Levy’s Registration & Firm History

DE

08/20/2020 - Present

Diversified, LLC (WILMINGTON DE)

DE

07/15/2020 - 10/31/2022

PURSHE KAPLAN STERLING INVESTMENTS (Wilmington DE)

DE

02/11/2013 - 07/16/2020

SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)

DE

11/16/2007 - 02/08/2013

SIGNATOR INVESTORS, INC. (WILMINGTON DE)

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Licenses & Designations

BOTH

Issued 03/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Phillip Levy.
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