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Profile
Mr. Glen R.
Allen is a Financial Advisor at Del-Sette Capital Management LLC.
He specializes in investment planning and retirement planning.
He has nearly 20 years of industry experience to assist our team in various capacities.
Mr. Allen was previously employed as an Associate Financial Consultant by Charles Schwab & Co., Inc. (Broker).
Glen Allen active positions
Companies | Position | Start |
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Del-Sette Capital Management LLC
![]() Del-Sette Capital Management LLC Investment ManagersFinance Del-Sette Capital Management LLC (Del-Sette) is an independent registered investment advisor headquartered in Schenectady, New York. The firm was founded in 2011 by Hermes William “Bill” Del-Sette, III. Del-Sette offers investment advisory services to individuals, high net worth individuals, trusts and estates. | Portfolio Manager-Equities | 01/01/2020 |
Former positions of Glen Allen
Companies | Position | End |
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Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 01/01/2019 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Del-Sette Capital Management LLC
![]() Del-Sette Capital Management LLC Investment ManagersFinance Del-Sette Capital Management LLC (Del-Sette) is an independent registered investment advisor headquartered in Schenectady, New York. The firm was founded in 2011 by Hermes William “Bill” Del-Sette, III. Del-Sette offers investment advisory services to individuals, high net worth individuals, trusts and estates. | Finance |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
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