MD
MD

Michael Deggelman

48 Years of Experience
Woodside, CA
1 DisclosureBroker

Michael Deggelman is a registered investment advisor at Hightower Advisors, LLC, based in Woodside, CA, with 48 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

Loading...

Location

2925 Woodside Road 2nd Floor, Woodside, CA, 94062

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1999
Denied
Employment History
Current Registrations
Hightower Advisors, LLC
October 2010 - Present · 15 yrs 7 mos
Hightower Securities, LLCBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2000 - November 2010 · 10 yrs 7 mos
UBS Financial Services INC.
April 2000 - November 2010 · 10 yrs 7 mos
Salomon Smith Barney INC.Broker
July 1993 - April 2000 · 6 yrs 9 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
July 1977 - April 1988 · 10 yrs 9 mos
State Registrations11 states
AZCAFLNCNHNVOHORTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.