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David Levy - Email & Phone Number

Partner & Financial Advisor at Diversified, Llc

David Levy is based out of Greater Philadelphia and works at Diversified, Llc as Partner & Financial Advisor.

David Levy's Contact Information

Latest update
September 19, 2025
Location
Greater Philadelphia

David's current employer

Diversified, Llc logo

Diversified, Llc

Description
At Diversified Lifelong Advisors, we invest in your happiness. We're here to provide everything you need for lifelong wealth, under one r...
HQ Location
Wilmington, Delaware, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about David Levy

What company is David Levy working for?
David Levy works for Diversified, Llc.
What is David Levy's function at Diversified, Llc?
David Levy is Partner & Financial Advisor at Diversified, Llc.
Where is David Levy based?
David Levy is based out of Greater Philadelphia.
Who are David Levy's co-workers?
David Levy's colleagues are Andrew Rosen, Michael Fisher, Kelley Seeney, Irvin Rosenzweig, Sarah Thomas, James Witner, Kyle Hill, Clark Schweitzer, Tom Ervin, Peter Hackenbrack, Tyler McGuire, Michael Horwath.
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David's co-workers

Andrew Rosen avatar
Andrew Rosen
President, Partner, Lifelong Financial Advisor
Michael Fisher avatar
Michael Fisher
Chief Executive Officer
Kelley Seeney avatar
Kelley Seeney
Client Service Coordinator/Office Manager
Irvin Rosenzweig avatar
Irvin Rosenzweig
Director/ Business Development
Sarah Thomas avatar
Sarah Thomas
Director of Marketing
James Witner avatar
James Witner
Investment Analyst
Kyle Hill avatar
Kyle Hill
Partner & Financial Advisor
Clark Schweitzer avatar
Clark Schweitzer
Financial Advisor
Tom Ervin avatar
Tom Ervin
Senior Associate Planner
Peter Hackenbrack avatar
Peter Hackenbrack
Financial Advisor
Tyler McGuire avatar
Tyler McGuire
Lifelong Financial Advisor, CFP® at Diversified, LLC
Michael Horwath avatar
Michael Horwath
Chief Investment Officer
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