DC
CFP
DC
CFP

Dennie Ceelen

23 Years of Experience
Boca Raton, FL
1 DisclosureBroker

Dennie Ceelen is a CFP-designated registered investment advisor at Noble Capital Management, INC., based in Boca Raton, FL, with 23 years of industry experience. Dennie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
22 clients
Average Client Portfolio
$455K average
Assets Under Management
$10.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.75%
$100K - $250K2.50%
$250K - $500K2.25%
$500K - $750K2.00%
$750K - $1000K1.75%
$1.0M - $3.0M1.38%
$3M+1.00%

Fee is negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 East Palmetto Park Road, Suite 110, Boca Raton, FL, 33432

Get directions

History

Regulatory History (1)
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Regulatory
December 2018
Final
Other Business Activities

Dennie works as an assistant for IA Noble Capital Management, where all clients have accounts with Noble Capital Markets B/D. He spends full-time hours in the Broker dealer.

Employment History
Current Registrations
Noble Capital Management, INC.
March 2019 - Present · 7 yrs 2 mos
Noble Capital Markets, INC.Broker
September 2002 - Present · 23 yrs 8 mos
State Registrations9 states
CACTFLMANJNYOKPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dennie Ceelen - Financial Advisor | TrueAdvisor