Glen
Allen
Del-Sette Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Glen Allen is a certified financial planner working in Schenectady, New York with 3 years of industry experience. Allen is on the advisory team at Del-Sette Capital Management, LLC. During their career, Allen has held roles at Pioneer Savings Bank, Cetera Investment Services LLC, Charles Schwab & Co., Inc, Charles Schwab Bank and Del-Sette Capital Management LLC. Allen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in New York and Texas. Del-Sette Capital Management, LLC is a registered investment business that has its headquarters in Schenectady, NY. It has $130 million in assets under management among its 692 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 692 accounts, 16% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Del-Sette Capital Management, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely depend on which services are provided. However, fees billed by Del-Sette Capital Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Del-Sette Capital Management, LLC Brokerage Details
$129,748,248
3
692
$187,497
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Glen Allen Work History
Glen has been registered as a financial advisor for 3 years.*
Del-Sette Capital Management LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Pioneer Savings Bank
Cetera Investment Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Glen Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Del-Sette Capital Management, LLC
Schenectady, NY
Schenectady, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
