firm profile
Diversified, LLC
Overview
Diversified, LLC is an SEC registered investment adviser based in Wilmington, DE, registered since 2024. It reports $2.8B in assets under management across 6,570 accounts, with 53 employees. It has 29 investment adviser representatives.
- Reported AUM
- $2.8B
- Discretionary
- 98%
- Accounts
- 6,570
- Average account
- $425K
- Employees
- 53
- Advisory reps
- 29
- Registered since
- 2024
- Jurisdictions
- 28
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Michael Allen Fisher Chief Executive Officer CRD 4628860
- Andrew Scott Rosen Executive Chairman CRD 4722997
- Anthony LaBarbera Chief Operating Officer CRD 3061077
3 more executive officers, with direct contact details
Advisory reps 3 of 29
- John David Anderson Investment Adviser Rep CRD 1670032
- Nicklaus Michael Areddy Investment Adviser Rep CRD 6203261
- Max Berger Investment Adviser Rep CRD 6684004
26 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3705 Concord Pike
Wilmington, DE 19803 - County
- New Castle
- Metro area
- Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
- Region
- South
Registrations
- SEC registered
- Registered in 28 jurisdictions
- Website: diversifiedllc.com
Every state, with registration dates
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