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David Phillip Levy

DIVERSIFIED ENTERPRISES, LLC·WILMINGTON, Delaware
Unclaimed Profile
3705 CONCORD PIKE, WILMINGTON, DE 19803CRD# 5356917Firm CRD# 331709
01

About

David Phillip Levy is a registered financial advisor based in WILMINGTON, Delaware, affiliated with DIVERSIFIED ENTERPRISES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DIVERSIFIED ENTERPRISES, LLC
DIVERSIFIED, LLC
AUM
$1.6B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at DIVERSIFIED ENTERPRISES, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 5356917
Firm CRD# 331709
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Phillip Levy offer?
David Phillip Levy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are David Phillip Levy's credentials?
David Phillip Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Phillip Levy located?
David Phillip Levy is based in WILMINGTON, Delaware, working with DIVERSIFIED ENTERPRISES, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does David Phillip Levy charge for services?
David Phillip Levy's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED ENTERPRISES, LLC?
DIVERSIFIED ENTERPRISES, LLC has approximately 41 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
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Research
Advisor Fees in DelawareNational Fee Analysis
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