Claim Profile
ID

Iii Hermes Del-Sette

DEL-SETTE CAPITAL MANAGEMENT, LLC·SCHENECTADY, New York
Unclaimed Profile
1332 UNION ST., SCHENECTADY, NY 12308CRD# 3098267Firm CRD# 159052
01

About

Iii Hermes Del-Sette is a registered financial advisor based in SCHENECTADY, New York, affiliated with DEL-SETTE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DEL-SETTE CAPITAL MANAGEMENT, LLC
DEL-SETTE CAPITAL MANAGEMENT, LLC
AUM
$152M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3098267
Firm CRD# 159052
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCHENECTADY?

Browse all registered financial advisors in SCHENECTADY, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Iii Hermes Del-Sette offer?
Iii Hermes Del-Sette specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SCHENECTADY, New York for a consultation.
What are Iii Hermes Del-Sette's credentials?
Iii Hermes Del-Sette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iii Hermes Del-Sette located?
Iii Hermes Del-Sette is based in SCHENECTADY, New York, working with DEL-SETTE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SCHENECTADY metropolitan area and surrounding communities.
How does Iii Hermes Del-Sette charge for services?
Iii Hermes Del-Sette's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEL-SETTE CAPITAL MANAGEMENT, LLC?
DEL-SETTE CAPITAL MANAGEMENT, LLC has approximately 9 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty