Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Andrew Rosen
CFP®, CEP®
Andrew Rosen is the President of Diversified, LLC. In his role as President, he sets the strategic direction, which focuses on providing our clients and employees with everything they need to achieve their goals and dreams.
As a Financial Planner, Andrew forges lifelong relationships with clients, coaching them through all stages of life and guiding them to better achieve their life goals.
Andrew loves helping others by spreading his knowledge on finance, investments, and the pursuit of happiness/fulfillment. He writes nationally recognized, weekly blog posts on these topics and is a regular contributor to Kiplinger and Forbes. Andrew has been published in The Wall Street Journal, Barron's, Financial Advisor Magazine, US News & World Report, USA Today, CNBC, along with many other publications.
Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his health/life insurance licenses and CERTIFIED FINANCIAL PLANNER™ designation and the CERTIFIED ESTATE PLANNER™ designation.
Outside of Diversified, Andrew resides in West Chester, Pennsylvania where his number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. He also is a member of the DuPont Country Club where he is an extremely average golfer.
David Levy
CFP®
David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan and works closely with other industry professionals to bring the clients' financial plan to completion-all in an effort to give the client the best possible service and peace of mind.
David graduated in 2007 from the University of Delaware with a B.S. in Leadership and continued his industry education by obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing golf and resides in Philadelphia, Pennsylvania with his wife, Alicia, their son Mason and daughter Sloane.
General Information |
| Firm Start Year: | 1982 | |
| No. of Employees: | 50-99 | |
| Name of Broker/Dealer: | PKS |
| Name of Custodial Firm: | SEI, Charles Schwab, Fidelity |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning |
Services |
| Investment Types: | Bonds, Options & Futures, Mutual Funds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Home, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Long Term Care, Variable Annuity, Life, Health, Annuity, Accident |
Firm Information |
| Firm's Number of Clients: | 1500 |
| Firm's Number of Managed Clients: | 1400 |
| Assets Managed by Firm: | 1,900,000,000 |
| Advisor's Number of Clients: | 1500 |
| Advisor's Number of Managed Clients: | 1400 |
| Advisor's Number of Planning Clients: | 1400 |
| Assets Managed by Advisor: | $250000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | Varies based on individual client situations and asset level. |
FAQs |
Do you have a customer satisfaction or refund policy?My goal is to treat every client like they are my only client. |
Why should I choose you as my financial advisor?CRD/IARD Number: 2940880 Securities Licenses: Series 65, Series 63, Series 7, Series 24, 55 Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty, B.A. Accounting degree |
How do you charge for your services?Fee-based, Commission |
What services do you provide? What are your specialties?Investment planning, retirement planning and debt management |
What is your experience? How many clients do you currently manage?I currently manage assets for over 800 clients and have been servicing investors for over 20 - years. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://diversifiedllc.com/wp-content/uploads/2022/03/Part-2A-Current-Version.pdf |
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Additional Detailed Disclosures |
Disclaimer |
| Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 4:00 PM |
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