wiseradvisor

Andrew  Rosen
Diversified, LLC

Tel: (302) 765-3500
2200 Concord Pike
Suite 104
Wilmington, DE 19803

Everything You Need to Experience Lifelong Wealth


About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isnt without change and challenge, its how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize well need to earn it, and once we do, we promise to keep it.


General Information

Firm Start Year:   1982
No.of Employees:   10-19
Name of Custodial Firm:   SEI Investments
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via phone, Via email, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Health, Life


Firm Information

Firm's Number of Clients:   700
Firm's Number of Planning Clients:   650
Firm's Number of Managed Clients:   700
Assets Managed by Firm:   $600,000,000
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   300
Advisor's Number of Planning Clients:   300
Assets Managed by Advisor:   $250,000,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets
Fee % Based on Assets:   Varies
Additional Details on Charges:   Varies based on individual client situations and asset level.
Minimum Fee Charged for Managed Accounts:   N/A


Education

BS in Business Administration  - Finance   University of Delaware - 19713



Disclaimer

Financial planning and Investment advisory services offered through Diversified, LLC, a registered investment advisor. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Some associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Investments products and services available only to residents of: AZ, CA, CO, DC, DE, FL, GA, IL, KS, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, & WA.

Andrew  Rosen

Andrew  Rosen

CFP®

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance.

In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010.

Outside of Diversified, Andrews number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

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My Services

Financial Planning for Businesses

When it comes to the financial facets of your commercial enterprise, we mean business. As a business owner, your life is complex. There are countless demands on your time. You have multiple priorities and crises that need attention. At Diversified, we understand the significant responsibilities you assume in your leadership position. We work to make the process of protecting your business as hassle-free, efficient, and effective as possible.


Financial Planning for Individuals

We provide intimate, intricate financial planning for busy executives and professionals. Our clients appreciate the value of a comprehensive planning process but lack the time or resources.


Portfolio Management

The heart of investment planning isnt asset allocation or rates of returnits you. At Diversified, we believe every great investment strategy should begin with a clear understanding of your goals, timeframes, and risk tolerance. How well the plans we create allow you to meet your short- and long-term term objectives is a measure of our success, and we take that responsibility seriously. When you rely on the knowledgeable experts at Diversified, were with you for the long haul. Ready to make a smart investment in your future?


Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:00 PM

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