Glen Allen

Portfolio Manager-Equities at Del-Sette Capital Management LLC

Finance

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
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	2019-12-31

All active positions of Glen Allen

Former positions of Glen Allen

Companies	Position	End
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	2018-12-31

See the detail of Glen Allen's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Glen Allen's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
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
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