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Scott Francis Lavelle

Diversified, LLC

Wayne, PA

Wilmington, DE

CRD 3112317

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Employer firm

Diversified, LLC CRD 331709

$2.79B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Diversified, Llc

3705 Concord Pike, Wilmington, DE 19803 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-18
  • PA RA
    APPROVED
    Since 2026-05-18

Branch Locations

985 Old Eagle School Road Suite 508, Wayne, PA 19087 • United States

3705 Concord Pike, Wilmington, DE 19803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Bank Philadelphia PA 10/2012 05/2026
Diversified Enterprises, Llc Dba Diversified, Llc Wilmington PA 05/2026 Present
  • 10/2012 → 05/2026
    Pnc Bank
    Philadelphia, PA
  • 05/2026 → Present
    Diversified Enterprises, Llc Dba Diversified, Llc
    Wilmington, PA
Previous Registrations
  • 2010-04-30 → 2010-08-05
    Velle Investments, Llc
    Phoenixville, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-08
  • S63 Uniform Securities Agent State Law Examination
    2003-01-08
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC

Nearby Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS

Nearby Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA

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