Scott Francis Lavelle
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
Contact Information
Main Address
3705 Concord Pike, Wilmington, DE 19803Phone Number
(302) 765-3500# of Employees
53SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6,570AUM (Assets Under Management)
$2,791,127,378Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DIVERSIFIED ENTERPRISES, LLC | DIVERSIFIED, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 42 — Registered Options Representative Examination
Passed Jul 1999Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 1998Series 62 — Corporate Securities Limited Representative Examination
Passed Sep 1998Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Scott Francis Lavelle's CRS (Customer Relationship Summary).
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