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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austen? Claim Your ProfileAusten Delahaye is a financial advisor at Almanack Investment Partners. Austen has been in the industry since 2011. Austen holds both Series 6, 7, and 63 licenses as well as the SIE exam. Austen is registered in both Texas and Louisiana as an Investment Advisor Representative. Austen also holds a Series 65 license. Austen specializes in working with high-net-worth individuals, corporations and charitable organizations. Austen is also active in the community and is involved in a number of charitable organizations. Almanack Investment Partners is a registered investment advisor headquartered in Wayne, Pennsylvania. The firm has 13 employees and manages over $800 million in assets. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
11/18/2022 - Present
Almanack Investment Partners (Baton Rouge LA)
LA
07/04/2011 - 01/21/2021
NYLIFE SECURITIES LLC (BATON ROUGE LA)
IA
Issued 02/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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