Dlg Wealth Management LLC

Dlg Wealth Management LLC (CRD# 151046) is a financial advisory firm headquartered in Clifton Park, NY. They manage $65,009,838 in 792 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    792
    ACCOUNTS
  • Average Account Value
    $82,083
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, NJ, NY, PA, TX

Financial Advisors at Dlg Wealth Management LLC
Showing 1 - 10 of 12 top financial advisors.
1
George D. Lex
CRD#: 2755908
491 Allendale Rd, King Of Prussia, PA 19406
96
Wealthminder
score

George Lex (CRD# 2755908) is an Investment Advisor Representative working at Dlg Wealth Management LLC in King Of Prussia, PA and has over 21 years of experience in the finance industry.

2
Tonia R. Kelley
CRD#: 2308109
6 Executive Park Road, Clifton Park, NY 12065
93
Wealthminder
score

Tonia Kelley (CRD# 2308109) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 24 years of experience in the finance industry.

3
Matthew A. Nigg
CRD#: 3009191
Bloomington, IN
93
Wealthminder
score

Matthew Nigg (CRD# 3009191) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Bloomington, IN and has over 19 years of experience in the finance industry.

4
Mark R. Cameron
CRD#: 3089057
301 Commerce St. #1450, Fort Worth, TX 76102
90
Wealthminder
score

Mark Cameron (CRD# 3089057) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Fort Worth, TX and has over 19 years of experience in the finance industry.

5
Stephen C. Furno
CRD#: 1532489
6 Executive Park Road, Clifton Park, NY 12065
74
Wealthminder
score

Stephen Furno (CRD# 1532489) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 21 years of experience in the finance industry. Stephen Furno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Frank H. Chiappone
CRD#: 728092
6 Executive Park Road, Clifton Park, NY 12065
73
Wealthminder
score

Frank Chiappone (CRD# 728092) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 36 years of experience in the finance industry.

7
Andrew G. Guzzetti
CRD#: 1222508
6 Executive Park Road, Clifton Park, NY 12065
73
Wealthminder
score

Andrew Guzzetti (CRD# 1222508) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 33 years of experience in the finance industry.

8
William P. Gamello
CRD#: 1722812
3006 Main Street, Po Box 667, Valatie, NY 12184
68
Wealthminder
score

William Gamello (CRD# 1722812) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Valatie, NY and has over 30 years of experience in the finance industry.

9
William V. Canale
CRD#: 1420779
6 Executive Park Road, Clifton Park, NY 12065
63
Wealthminder
score

William Canale (CRD# 1420779) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 30 years of experience in the finance industry.

10
James E. Rutherford
CRD#: 2053702
6 Executive Park Road, Clifton Park, NY 12065
61
Wealthminder
score

James Rutherford (CRD# 2053702) is an Investment Advisor Representative working at Dlg Wealth Management LLC in Clifton Park, NY and has over 27 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.