# DIVERSIFIED FINANCIAL MANAGEMENT INC.

DIVERSIFIED FINANCIAL MANAGEMENT INC. of NORWELL, MA is an SEC-registered investment adviser.

## Registration

- CRD: 127264
- Type: SEC-registered investment adviser
- SEC file number: 801-62131
- Location: 80 WASHINGTON STREET, SUITE O-54, NORWELL, MA, 02061
- Phone: 781-792-0440
- Latest filing: 2014-03-27
- Regulatory AUM: $114.9M
- Discretionary AUM: $12.4M
- Non-discretionary AUM: $102.5M
- Clients: 2
- Accounts: 203

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| MCKENNA WILLIAM NICHOLAS | DIRECTOR OF SALES & MARKETING; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| TORSKI STEPHANIE CONDAKES | MANAGING DIRECTOR, SR. COMPLIANCE OFFICER; RESEARCH & PLANNING MGR, SR. COMPLIANCE OFFICER | — |
| PLACE JR HENRY CALVIN | MANAGING DIRECTOR, SR. COMPLIANCE OFFICER | — |
| HELEEN JASON K | DIRECTOR OF RESEARCH; DIRECTOR OF RESEARCH, COMPLIANCE OFFICER | — |
| MILLARD STUART MALCOLM | DIRECTOR OF ADVISORY SERVICES, SR COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127264/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127264/similar
- Related entities: https://search.stillhousedata.com/firm/127264/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127264

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.