Scott Francis Lavelle
Investment adviser representative at Diversified, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Diversified, LLCMay 2026 to now
- Diversified Enterprises, LLC dba Diversified, LLCMay 2026 to now
- PNC BankOct 2012 to May 2026
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
Diversified, LLC
Legal name: Diversified Enterprises, LLC
$2.8BAssets managed
2,002Clients
29Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3112317
- Firm CRD
- 331709