Unclaimed Profile

Irvin William Rosenzweig

DIVERSIFIED, LLC·WILMINGTON, Delaware

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record23 years registeredDIVERSIFIED, LLC

2200 CONCORD PIKE, WILMINGTON, DE 19803CRD# 1587808Firm CRD# 123859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Irvin William Rosenzweig · WILMINGTON, DE

Registration

CRD #1587808 · DIVERSIFIED, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIVERSIFIED, LLC

DIVERSIFIED, LLC

Aug 2024 – Sep 2025

Wayne, PA

DIVERSIFIED, LLC

Jan 2021 – Nov 2024

Wayne, PA

RZ WEALTH

Sep 2014 – Jan 2021

WAYNE, PA

WFG ADVISORS, LP

Jun 2003 – Jul 2016

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 25, 2003

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED, LLC

CRD 123859 · SEC 801-112580

AUM

$1.6B

Regulatory assets under management

Employees

4,562 client accounts

Services offered by DIVERSIFIED, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DIVERSIFIED, LLC →

Introduction

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Frequently Asked Questions

What services does Irvin William Rosenzweig offer?

Irvin William Rosenzweig specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Irvin William Rosenzweig's credentials?

Irvin William Rosenzweig holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Irvin William Rosenzweig located?

Irvin William Rosenzweig is based in WILMINGTON, Delaware, last registered with DIVERSIFIED, LLC.

How does Irvin William Rosenzweig charge for services?

Irvin William Rosenzweig'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, LLC?

DIVERSIFIED, LLC has approximately 37 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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