Michael
Dellisant

Squar Milner Financial Services, LLC

CRD#2508165
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Dellisant is a certified financial planner in San Diego, California. Currently a registered investment advisor with Squar Milner Financial Services, LLC, Dellisant has 17 years of work experience. Dellisant holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Dellisant is able to advise clients based out of California and Texas. Over the course of their career, Dellisant has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Chase Investment Services Corp, Squarmilner Ria, Allegis Investment Services, Dj Mike D and J.P. Morgan Securities LLC. Squar Milner Financial Services, LLC is headquartered in San Diego, California, and operates out of four other locations in the nation. As a company, Squar Milner Financial Services, LLC manages $233 million in assets dispersed across 533 client accounts and employs 10 staff members. The level of assets currently under the firm's management makes it one of the mid-sized firms in the country. The firm manages 510 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Squar Milner Financial Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

3655 Nobel Drive Suite 300
San Diego, CA 92122

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Squar Milner Financial Services, LLC Brokerage Details

Total Assets Under Management

$232,482,549

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

533

CA Average: 3,727
Average Account Size

$436,177

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Dellisant Work History

Michael has 17 years of experience.

2017 - Present (2 years)

Squarmilner Ria

2017 - Present (2 years)

Allegis Investment Services

2012 - 2017 (5 years)

J.P. Morgan Securities LLC

2011 - Present (8 years)

Dj Mike D

2010 - 2012 (2 years)

Chase Investment Services Corp

2009 - 2010 (1 years)

Morgan Stanley Smith Barney

2001 - 2010 (9 years)

Citigroup Global Markets Inc

Disclosures

Michael Dellisant has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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