Clark Thomas Schweitzer
Investment adviser representative at Diversified, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Diversified, LLCAug 2024 to now
- Diversified Enterprises, LLC dba Diversified, LLCJun 2024 to now
- Diversified, LLCJul 2021 to Jun 2024
- Sei Investments Distribution CompanyJun 2014 to Jul 2021
- Sei Investments Management CorpJun 2014 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 5813972
- Firm CRD
- 331709