Wayne, PA Office
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Diversified, LLC
Team
Firm-wide stats for Diversified, LLC
About
Diversified, LLC provides financial planning and portfolio management to a broad client base that includes individual and high‑net‑worth clients, retirement plans, and pooled investment vehicles; it reports approximately $2.79 billion in assets under management and about 26 advisors. Services described in the brochure include a two‑phase financial planning process (Platinum and Gold), ongoing asset management (discretionary and non‑discretionary), retirement plan advisory, a firm‑sponsored wrap program, and participation in third‑party advisory programs and a Zoe Financial turnkey platform.
The firm’s approach emphasizes a comprehensive planning process followed by implementation and ongoing reviews, with clients able to add Elite bundled services that may include estate, tax, and other specialist work. Diversified makes regular use of third‑party managers and platforms (including held‑away account links and sub‑advisor relationships), and tailors portfolios using asset allocation and other strategies while offering both automated rebalancing via the Zoe platform and manual portfolio oversight.
What distinguishes Diversified from many multi‑team peers is its role as adviser to a private limited partnership that invests primarily in U.S. government and fixed‑income securities and its operation of pooled‑vehicle and wrap programs alongside individualized accounts. The firm has affiliated entities that provide insurance and tax services (Diversified Insurance and Diversified Tax), discloses that certain associated persons may earn commissions when implementing insurance or commissionable securities through an unaffiliated broker/dealer, and reports marketing and referral arrangements (including material support from SEI and participation in Zoe’s referral program) that it discloses as potential conflicts of interest.
Based on Diversified, LLC
Location
985 Old Eagle School Rd.
Wayne PA 19087
Advisors at this office
8
Advisors at this office
Tyler P
CFA®, Series 63
Wayne, PA
Diversified, LLC
Tyler Procacci is a CFA® charterholder with eight years of industry experience. He is currently with Diversified, LLC and previously worked at NexWealth, LLC and The Vanguard Group, Inc. He holds a Series 63 license and is based in Wayne, PA. Diversified, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients. The firm employs a comprehensive planning process with ongoing reviews and utilizes both third-party managers and proprietary platforms to tailor investment strategies.
Clark S
CFP®, Series 63, Series 65
Wayne, PA
Diversified, LLC
Clark Schweitzer is a CFP® professional with 14 years of industry experience. He is currently with Diversified, LLC and has previously worked at SEI Investments Management Corp and SEI Investments Distribution Company. Schweitzer holds Series 63 and Series 65 licenses. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm uses a two-phase planning process and tailors asset allocation to clients’ objectives and risk tolerances, often employing third-party managers and platforms to support its services.
William T
Series 63, Series 65
Wayne, PA
Diversified, LLC
William Torrance is a financial advisor with Diversified, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Brookstone Wealth Advisors, IAMS Wealth Management, and Pinnacle Financial Services. Outside of advising, he is a shareholder in GRC LLC, a gas station lease business. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms for a range of client needs.
Stephen W
CFP®, Series 63, Series 66
Wayne, PA
Diversified, LLC
Stephen Wildman is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Diversified, LLC and has prior experience at Prudential Insurance Company of America and ADP. He holds Series 63 and Series 66 licenses and has been an independent licensed insurance agent, though he is currently not actively selling insurance products. Diversified, LLC provides investment advice and financial planning to a wide range of clients, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing a two-phase planning process tailored to clients’ objectives and risk tolerances.
John A
CFP®, Series 63, Series 65
Wayne, PA
Diversified, LLC
John Anderson is a CFP® with 33 years of industry experience. He currently serves as an advisor at Diversified, LLC and has previously worked at SEI Investments and its related companies for 27 years. Diversified, LLC offers financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process, ongoing asset management, and uses a combination of third-party managers and technology platforms to tailor portfolios, including bespoke options like Elite bundled services and wrap programs.
Scott L
CFA®, Series 63
Wayne, PA
Diversified, LLC
Scott Lavelle is a CFA® charterholder and holds a Series 63 license. He is currently with Diversified, LLC and previously worked at PNC Bank for 14 years. He has one year of experience in the advisory industry. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing portfolio oversight and utilizes both third-party managers and proprietary strategies, managing approximately $2.79 billion in assets.
Peter H
Series 63, Series 65
Wayne, PA
Diversified, LLC
Peter Hackenbrack is a financial advisor with Diversified, LLC in Wayne, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with several firms, including Rosenzweig & Associates and Minnesota Life. Hackenbrack has also operated as an independent licensed insurance agent focusing on life and fixed annuities. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets with around 26 advisors. The firm utilizes a comprehensive planning process, multiple investment platforms, and tailored portfolio strategies, including both automated and manual oversight.
Jonathan C
CFP®, Series 63, Series 65
Wayne, PA
Diversified, LLC
Jonathan Cahill is a CFP® with eight years of industry experience, currently serving as a financial advisor at Diversified, LLC. His prior roles include tenures at Crossgate Wealth Advisors, Girard Advisory Services, LPL Financial, and National Planning Corporation. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process with ongoing asset management, utilizing both third-party managers and proprietary platforms to tailor client portfolios.
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