Squar Milner Financial Services, LLC
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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
Years of Experience
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Squar Milner Financial Services, LLC Brokerage Details
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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.
Allegis Investment Services
Dj Mike D
J.P. Morgan Securities LLC
Chase Investment Services Corp
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Michael Dellisant has disclosures.
Please visit their SEC profile for more details.