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Michael Todd Horwath

Diversified, LLC

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About Michael Todd Horwath

Michael Horwath is an active investment advisor representative. Michael is currently registered with Diversified, LLC in Delaware and Pennsylvania. Michael's professional experience includes working with Securities Service Network, LLC in Wilmington, DE, SEI Investments Distribution Co. in Oaks, PA, and Signator Investors, Inc. in Limerick, PA. Michael has passed the Series 63, Series 65, Series 6 and SIE examinations. Michael is a Chartered Financial Analyst.

Firm Information

Michael Horwath 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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Michael Horwath’s Registration & Firm History

DE

04/29/2024 - Present

Diversified, LLC (WILMINGTON DE)

DE

09/27/2016 - 07/16/2020

SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)

PA

04/08/2014 - 09/08/2016

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

02/01/2012 - 03/31/2014

SIGNATOR INVESTORS, INC. (LIMERICK PA)

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Licenses & Designations

IA

Issued 06/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Todd Horwath.
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