Chief Compliance Officer

Home
Chief Compliance Officer

30SepSeptember 30, 2024

David P. Levy, CFP®

Sarah Thomas2026-03-16T15:57:50-04:00

By Sarah Thomas

ARE YOU READY FOR LIFELONG WEALTH?

Where You Can Find Us

We have offices across Pennsylvania, Delaware, Alabama, Georgia, Michigan, and Massachusetts. If you’re not located near us, we also serve clients virtually across the country.

Birmingham, Alabama Office

3900 Montclair Road, Suite 200
Birmingham, AL 35213
Driving Directions

Phone: 205-408-3000

Wilmington, Delaware Office

3705 Concord Pike
Wilmington, DE 19803
Driving Directions

Phone: 302-765-3500

Alpharetta, Georgia Office

4400 North Point Parkway, Suite 190
Alpharetta, GA 30022
Driving Directions

Phone: 678-990-0012

Pittsburgh, Pennsylvania Office

104 Bradford Road
Wexford, PA 15090
Driving Directions

Phone: 724-940-9060

Northampton, Massachusetts Office

150 Main Street
Suite 310
Northampton, MA 01060
Driving Directions

Phone: 413-551-6631

West Chester, Pennsylvania Office

1450 East Boot Road, Suite 400C, West Chester PA 19380
Driving Directions

Phone: 610-692-9912

Wayne, Pennsylvania Office

985 Old Eagle School Road
Suite 508
Wayne, PA 19087
Driving Directions

Phone: 610-627-5920

Ann Arbor, Michigan Office

412 East Huron Street, Ann Arbor, MI 48104
Driving Directions

Phone: 734-929-2520

Twitter Facebook Youtube Linkedin Instagram Pinterest

View ADVS

Form CRS

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

www.finra.org | www.sipc.org | Privacy Policy

Sign up for our newsletter:

Navigation

Home
About Us
Our Services

Locations
Blog
Contact Us

Diversified Tax
Diversified for Advisors
Diversified Insurance

Careers
Events
Media and Press Inquiries