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Kyle Hill

DIVERSIFIED, LLC·WILMINGTON, Delaware
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record24 years registeredDIVERSIFIED, LLC
2200 CONCORD PIKE, WILMINGTON, DE 19803CRD# 4250662Firm CRD# 123859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Hill · WILMINGTON, DE
Registration
CRD #4250662 · DIVERSIFIED, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

DIVERSIFIED, LLC
Aug 2024 – present
DIVERSIFIED, LLC
Dec 2021 – Nov 2024
WILMINGTON, DE
DIVERSIFIED PLANNING LLC
Oct 2021 – Jan 2022
AVONDALE, PA
DIVERSIFIED, LLC
Feb 2002 – Sep 2021
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 14, 2002
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DIVERSIFIED, LLC
CRD 123859 · SEC 801-112580
AUM
$1.6B
Regulatory assets under management
Employees
37
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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05

Frequently Asked Questions

What services does Kyle Hill offer?
Kyle Hill specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Kyle Hill's credentials?
Kyle Hill holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kyle Hill located?
Kyle Hill is based in WILMINGTON, Delaware, working with DIVERSIFIED, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Kyle Hill charge for services?
Kyle Hill'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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Other Advisors at DIVERSIFIED, LLC

Irvin William Rosenzweig
WILMINGTON, DE
CFPChFC

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