Adam Keith Dworkin
Investment adviser representative at Diversified Financial Management
15 yearsExperience
1 stateRegistered in
$338.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Diversified Financial ManagementJun 2020 to now
- Akd ConsultantsJun 2011 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Diversified Financial Management
Legal name: Diversified Financial Management Associates, Inc.
$338.8MAssets managed
144Clients
4Advisers
12 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
- 5998277
- Firm CRD
- 171813