Ann Marie Arceo
Investment adviser representative at Happiness In Retirement
13 yearsExperience
2 statesRegistered in
$192.5MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Happiness In RetirementDec 2023 to now
- Del Sette Capital Management, LLCJul 2023 to now
- Rooted Planning GroupAug 2020 to Mar 2024
- Savvy Duo Financial Planning, Inc.Jul 2013 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NM, NY).
Happiness In Retirement
Legal name: Del-sette Capital Management, LLC
$192.5MAssets managed
240Clients
5Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5869801
- Firm CRD
- 159052