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Austen M. Delahaye
ALMANACK INVESTMENT PARTNERS
Baton Rouge, LA 70810
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CRD#: 5634797
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Professional summary
Austen Michael Delahaye, who also goes by Austen Delahaye, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Baton Rouge, Louisiana.
Austen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Austen has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Austen Delahaye
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[RENTAL PROPERTY; RESIDENTIAL RENTAL; SOLE PROPRIETORSHIP; INVESTMENT RELATED; 2210 CHRISTIAN STREET, BATON ROGUE, LA 70808; COLLECT RENT; START DATE 01/2009]
[INSURANCE BROKERAGE; INSURANCE AND FINANCIAL SERVICES; BATON ROGUE, LA; START DATE 03/2014; ROLE/TITLE: PARTNER; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
CRS (Client Relationship Summary) - RIA
Click below to view Austen Michael Delahaye's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 18, 2022 - Present
ALMANACK INVESTMENT PARTNERS
Office #1: 383 Highlandia Drive, Suite 215, Baton Rouge, LA 70810RIA
CRD#: 282428
Baton Rouge, LA
Past
January 15, 2021 - November 23, 2022
PLANNING FOR WEALTH, LLC
RIA
CRD#: 117109
Baton Rouge, LA
Past
February 28, 2019 - January 21, 2021
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BATON ROUGE, LA
Past
July 4, 2011 - January 21, 2021
NYLIFE SECURITIES LLC
BD
CRD#: 5167
BATON ROUGE, LA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(11/18/2022)
IAR
Texas(11/18/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
Red Flags
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Company Information
ALMANACK INVESTMENT PARTNERS
CRD#: 282428Baton Rouge, LA 70810TRUST BUT VERIFY
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