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Kyle Hill

Kyle Hill

DIVERSIFIED
WILMINGTON, DE 19803
Some features on this profile are disabled
CRD#: 4250662
Kyle Hill

Professional summary

Kyle Hill, CFP® is a registered financial advisor currently at DIVERSIFIED, LLC located in Wilmington, Delaware.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kyle has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
1. Fixed / Traditional Insurance 5. Agent 6. 07/2020 7. 2 hrs/mo 8. 0 hrs during trading 9. Sales of fixed / traditional insurance products 2. Diversified Real Estate LLC; Non Investment Related; 3705 Concord Pike Wilmington, DE 19803; Commercial Building Ownership; Owner; Start: 2/2022;� 30 minutes/Month; 30 minutes/Month during trading hours; Triple net lease for Diversified maintaining building

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Hill'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

August 5, 2024 - Present

DIVERSIFIED, LLC

Office #1: 3705 Concord Pike, Wilmington, DE 19803
RIA
CRD#: 331709
WILMINGTON, DE
Past

December 15, 2021 - November 4, 2024

DIVERSIFIED, LLC

RIA
CRD#: 123859
WILMINGTON, DE
Past

October 29, 2021 - January 3, 2022

DIVERSIFIED PLANNING LLC

RIA
CRD#: 316927
AVONDALE, PA
Past

July 15, 2020 - September 9, 2021

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Wilmington, DE
Past

February 11, 2013 - July 16, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
WILMINGTON, DE
Past

February 14, 2002 - September 8, 2021

DIVERSIFIED, LLC

RIA
CRD#: 123859
WILMINGTON, DE
Past

September 25, 2000 - February 8, 2013

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WILMINGTON, DE

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".
DL
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
Delaware
(8/5/2024)
IAR
Pennsylvania
(8/5/2024)
IAR
Texas
(8/5/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 11/12/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/13/2001
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/22/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DL
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
45

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management

Total Number of Accounts5,494
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.

Company Information

DIVERSIFIED, LLC

CRD#: 331709Wilmington, DE 19803

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