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Rebecca Mason

Del-Sette Capital Management, LLC

Schenectady, NY

Goldman Sachs Wealth Services, L.P.

Cohoes, NY

CRD 7333641

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Employer firm

Del-Sette Capital Management, LLC CRD 159052

$193M regulatory AUM 57 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Del-Sette Capital Management, Llc

1332 Union St., Schenectady, NY 12308 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-24
  • NY RA
    APPROVED
    Since 2026-08-24

Branch Locations

1332 Union St., Schenectady, NY 12308 • United States

Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-21
  • NY RA
    APPROVED
    Since 2021-06-21

Branch Locations

100 Coliseum Drive, Cohoes, NY 12047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Ayco Cohoes NY 01/2020 08/2026
Becky Mason Fitness Schenectady NY 01/2016 12/2019
Del-Sette Capital Management, Llc Schenectady NY 08/2026 Present
  • 01/2020 → 08/2026
    Goldman Sachs Ayco
    Cohoes, NY
  • 01/2016 → 12/2019
    Becky Mason Fitness
    Schenectady, NY
  • 08/2026 → Present
    Del-Sette Capital Management, Llc
    Schenectady, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-18
  • S66 Uniform Combined State Law Examination
    2021-06-18

View on SEC IAPD

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