David Levy
Advisor at Diversified, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diversified, LLC
Location
Wilmington, DE 19803
Credentials
CFP®, Series 66
Industry experience
18 years
About
David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.
Client services
Based on Diversified, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fees for Elite bundle services specified in the Elite Services Agreement; may be flat fee, percentage of AUM, or combination.
$0+: Up to 1.95% annually (typical maximum asset management fee) $0+: Up to 1.5% annually for retirement plan advisory services $0+: Up to 0.50% annually for financial institution consulting services based on assets under advisement
Some Associates receive commissions for securities and insurance sales; commissions are separate and do not offset advisory fees.
Hourly fees for financial consulting services ranging from $250 to $500 per hour.
Account minimum: $500 Minimum fee: Minimum initial financial planning fee of $500, which may be waived or reduced at Diversified's sole discretion. Fee-only: Financial consulting services charged on an hourly basis ranging from $250 to $500 per hour.
Location
3705 Concord Pike
Wilmington, DE 19803
Most active in
David L has reported serving >5 clients in these states in the last 12 months.
Delaware · Pennsylvania
Work history
DIVERSIFIED ENTERPRISES, LLC dba DIVERSIFIED, LLC
2024 - Present (2 years)
Purshe Kaplan Sterling Financial
2020 - 2022 (2 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2020 - 2022 (2 years)
Securities Service Network
2013 - 2020 (7 years)
Diversified, LLC
2007 - 2024 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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