Thomas Dellinger
Thomas Dellinger is a registered investment advisor at Osaic Wealth, INC., based in Herndon, VA, with 46 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
719 Pine St, Herndon, VA, 20170
Get directionsHistory
Regulatory History (7)
Employment Separation After Allegations
August 2016Customer Dispute
August 2016Customer Dispute
November 2011Customer Dispute
January 2011Customer Dispute
June 2010Customer Dispute
April 2010Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Thomas is the President of Dellinger Enterprises LLC, Dellinger Property LLC, and The Okusa Dellinger Foundation, and a partner in Dellinger Enterprises - Family Partnership. He is also an agent at Crump Insurance Agency, promoting LTC, term life insurance, and disability income insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
LPL Financial LLC
LPL Financial LLCBroker
Wintergreen Financial Group, INC.Broker
Linsco/private Ledger CORP.Broker
First Investors CorporationBroker
State Registrations34 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.