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RR

Renae Ransdell

DIVERSIFIED
Northampton, MA 01060
Some features on this profile are disabled
CRD#: 5364029
RR

Professional summary

Renae Ransdell, CFP® is a registered financial advisor currently at DIVERSIFIED, LLC located in Northampton, Massachusetts.

Renae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Renae has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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 Renae Ransdell'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

Experience

Current

August 5, 2024 - Present

DIVERSIFIED, LLC

Office #1: 150 Main St Suite 310, Northampton, MA 01060
RIA
CRD#: 331709
Northampton, MA
Past

March 8, 2024 - November 4, 2024

DIVERSIFIED, LLC

RIA
CRD#: 123859
Northampton, MA
Past

September 8, 2022 - March 27, 2024

CETERA ADVISORS LLC

BD
CRD#: 10299
NORTHAMPTON, MA
Past

December 22, 2021 - March 8, 2024

SAGEVIEW ADVISORY GROUP, LLC

RIA
CRD#: 126777
Northampton, MA
Past

October 28, 2020 - March 27, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
NORTHAMPTON, MA
Past

July 20, 2020 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
Northampton, MA
Past

July 16, 2020 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
NORTHAMPTON, MA
Past

August 23, 2019 - October 21, 2020

MERCER GLOBAL ADVISORS INC.

RIA
CRD#: 147363
Simsbury, CT
Past

February 10, 2014 - June 17, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
AMHERST, MA
Past

November 7, 2012 - June 17, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
AMHERST, MA
Past

July 30, 2007 - October 11, 2012

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT

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
Connecticut
(8/5/2024)
IAR
Massachusetts
(8/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/16/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/6/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/27/2007
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 (12/1/2025)
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#: 331709Northampton, MA 01060

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