John D. Anderson

DIVERSIFIED

Wayne, PA 19087

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CRD#: 1670032

Professional summary

John David Anderson is a registered financial advisor currently at DIVERSIFIED, LLC located in Wayne, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Pioneer State Bank and parent company, NBE Bancshares Investment-related activity 137 Main Street Earlville, IL 60518 Community bank and its parent company Position held with each: Board member Activities began 2/19/2019 Time commitment is 3-4 hours per month for each role with 1-2 hours per month spent during domestic securities hours. Attend board meetings, virtually or in person; assist with strategic visioning, oversight and risk management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Anderson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2026 - Present

DIVERSIFIED, LLC

Office #1: 985 Old Eagle School Road Suite #508, Wayne, PA 19087

RIA

CRD#: 331709

Wayne, PA

Past

November 12, 2007 - November 17, 2022

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

October 15, 2007 - November 17, 2022

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

May 3, 1995 - December 12, 2005

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

October 31, 1991 - February 23, 1995

RELATED EQUITIES CORPORATION

CRD#: 11218

NEW YORK, NY

Past

February 15, 1990 - September 13, 1991

CHICAGO PARTNERSHIP BOARD, INC.

CRD#: 22163

CHICAGO, IL

Past

August 18, 1987 - December 11, 1989

BALCOR SECURITIES COMPANY

CRD#: 6539

SKOKIE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/1/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/2001

General Securities Principal Examination

Current Firm

DIVERSIFIED, LLC

DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC

CRD#: 331709 / SEC#: 801-130728

RIA

Registered Investment Advisory firm - (8/5/2024 Approved)

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Contact information

Main Address

3705 Concord Pike, Wilmington, DE 19803

Mailing Address

Phone number

(302) 765-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DIVERSIFIED, LLC BROCHURE (12/1/2025)

DIVERSIFIED, LLC WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	5,494
AUM (Assets Under Management)	$ 2,080,500,590

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

John D. Anderson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John David Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEI INVESTMENTS DISTRIBUTION CO.

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

RELATED EQUITIES CORPORATION

CHICAGO PARTNERSHIP BOARD, INC.

BALCOR SECURITIES COMPANY

Primary Firm SEC Registration

DIVERSIFIED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2007

Series 63

Date: 5/1/1989

SIE

Date: 10/1/2018

Series 7

Date: 8/15/1987

Series 24

Date: 9/20/2001

Current Firm

DIVERSIFIED, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED, LLC

TRUST BUT VERIFY

Contact information

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