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Nir Regev

Diversify Advisory Services, LLC
37 Years of Experience
Saint Louis, MO
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Nir Regev is a registered investment advisor at Diversify Advisory Services, LLC, based in Saint Louis, MO, with 37 years of industry experience. Nir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B in assets under management.

Diversify Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
5,322 clients
Average Client Portfolio
$874K average
Assets Under Management
$4.6B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.70%
$5M+0.50%

Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Saint Louis, MO

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2023
Settled
Customer Dispute
January 2019
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Nir is an insurance agent since 1990, dedicating minimal time during business hours to seeking suitable life insurance coverage for clients, non-security life insurance, and fixed annuities.

Employment History
Current Registrations
Diversify Advisory Services, LLC
January 2024 - Present · 2 yrs 9 mos
Dfpg Investments, LLC
April 2016 - Present · 10 yrs 6 mos
Dfpg Investments, LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Dfpg Investments, LLC
June 2022 - January 2025 · 2 yrs 7 mos
Vsr Financial Services, INC.Broker
June 2001 - April 2016 · 14 yrs 10 mos
Ifg Network Securities, INC.Broker
August 2000 - June 2001 · 10 mos
Washington Square Securities, INC.Broker
November 1997 - August 2000 · 2 yrs 9 mos
Walnut Street Securities, INC.Broker
July 1992 - October 1997 · 5 yrs 3 mos
Andover Securities, INC.Broker
October 1990 - July 1992 · 1 yr 9 mos
Ameritas Investment CORP.Broker
November 1989 - October 1990 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1988 - November 1989 · 1 yr 1 mo
State Registrations15 states
ARAZCACOFLGAILKSMDMOMTNCPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Nir Regev - Financial Advisor | TrueAdvisor