Chief Investment Officer · Diversified, LLC
Scott F. Lavelle
CRD 3112317 · 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 Scott F. Lavelle on its Form ADV as Chief Investment Officer.
Firms and roles
- Diversified, LLCChief Investment OfficerWealth manager · Wilmington, DE · $2.8B in regulatory assets
AtlasMembers
Scott’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.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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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
- Andrew S. RosenExecutive Chairman, Diversified, LLC
- DAVID P. LEVYChief Compliance Officer, Diversified, LLC
- Michael A. FisherChief Executive Officer, Diversified, LLC
- Anthony LaBarberaChief Operating Officer, Diversified, LLC
- Kyle HillSenior Wealth Advisor/senior Partner, 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 Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.