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 20 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 23 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 18 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 18 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 20 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 35 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 32 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 29 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 29 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 26 years of experience in the finance industry.

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