Michael Dellinger
Michael Dellinger is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 22 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
4400 Post Oak Parkway, Suite 1700, Houston, TX, 77027
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2022Customer Dispute
October 2022Customer Dispute
December 2019Other Business Activities
Michael is involved in advisory roles for the Texas MSF Program, the McCombs MBA Alumni Board, and The Chancellor's Council Executive Committee at the University of Texas. These roles involve providing advice and support to students and program offices.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations31 states
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
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