Thomas Michael Ervin
Investment adviser representative at Diversified, LLC
15 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
15 years in the industry.
- Diversified, LLCAug 2024 to now
- Diversified Enterprises, LLC dba Diversified, LLCJun 2024 to now
- Purshe Kaplan Sterling InvestmentsAug 2020 to now
- Securities Service Network, IncJan 2014 to Jul 2020
- Diversified, LLCOct 2011 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 5997302
- Firm CRD
- 331709