Scott F. Lavelle

DIVERSIFIED

Wayne, PA 19087

CRD#: 3112317

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Professional summary

Scott Francis Lavelle is a registered financial advisor currently at DIVERSIFIED, LLC located in Wayne, Pennsylvania.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Scott has worked at 6 firms and has passed the Series 63, Series 42, Series 55 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Francis Lavelle'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

May 18, 2026 - Present

DIVERSIFIED, LLC

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

RIA

CRD#: 331709

Wayne, PA

Past

April 30, 2010 - August 5, 2010

VELLE INVESTMENTS, LLC

RIA

CRD#: 152979

PHOENIXVILLE, PA

Past

February 26, 2004 - August 22, 2005

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

BOLINGBROOK, IL

Past

February 10, 2004 - February 25, 2004

KING FINANCIAL SERVICES, INC.

CRD#: 25843

EDISON, NJ

Past

January 3, 2003 - December 5, 2003

SCHONFELD SECURITIES, LLC

CRD#: 23304

JERICHO, NY

Past

September 24, 1998 - January 6, 2003

ELECTRONIC TRADING GROUP, LLC

CRD#: 37453

NEW YORK, NY

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
(5/18/2026)

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

Series 63

Date: 1/8/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 42

Date: 7/27/1999

Registered Options Representative Examination

General Industry/Product Exam

Series 55

Date: 10/8/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 62

Date: 9/23/1998

Corporate Securities Limited Representative 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.

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Advisor Monitoring

Firm Stability Insights

Scott F. Lavelle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Francis Lavelle's CRS (Customer Relationship Summary).

Certified licenses

Experience

VELLE INVESTMENTS, LLC

FIS BROKERAGE & SECURITIES SERVICES LLC

KING FINANCIAL SERVICES, INC.

SCHONFELD SECURITIES, LLC

ELECTRONIC TRADING GROUP, LLC

Primary Firm SEC Registration

DIVERSIFIED, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/8/2003

Series 42

Date: 7/27/1999

Series 55

Date: 10/8/1998

Series 62

Date: 9/23/1998

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

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