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Trustee · Diversified, LLC

Lee C. Rosen

CRD 5547593 · 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 Lee C. Rosen on its Form ADV as Trustee.

Firms and roles

  • Diversified, LLCTrusteeWealth manager · Wilmington, DE · $2.8B in regulatory assets

AtlasMembers

Lee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Lee on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.