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Stacey Lynn Brady

Investment adviser representative at Diversified, LLC
11 yearsExperience
2 statesRegistered in
$2.8BFirm assets
2 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 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

11 years in the industry.

  1. Diversified, LLCDec 2025 to now
  2. Geneos Wealth Management IncAug 2015 to Dec 2025
  3. Integrity Wealth ConsultingAug 2015 to Dec 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

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
6593076
Firm CRD
331709
Advisor's SEC record (opens in a new tab)
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