Chief Compliance Officer · Diversified, LLC
DAVID P. LEVY
CRD 5356917 · Named on Form ADV at one SEC-registered adviser
At a glance
Diversified, LLC, an SEC-registered wealth manager based in Wilmington, DE with $2.8 billion in regulatory assets, lists DAVID P. LEVY on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Diversified, LLCChief Compliance OfficerWealth manager · Wilmington, DE · $2.8B in regulatory assets
AtlasMembers
DAVID’s stakes and control
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- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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Colleagues named on the same filings
- Andrew S. RosenExecutive Chairman, Diversified, LLC
- Michael A. FisherChief Executive Officer, Diversified, LLC
- Anthony LaBarberaChief Operating Officer, Diversified, LLC
- Kyle HillSenior Wealth Advisor/senior Partner, Diversified, LLC
- Scott F. LavelleChief Investment Officer, Diversified, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For DAVID’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.