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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

MICHAEL ANTHONY DELLISANT

Advisor at WELLS FARGO ADVISORS

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:b4c3169a-60db-34f0-a755-3978080a3a46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 12, 1994
First registration: Jan 31, 2001
Dual registered: yes, broker-dealer
Other names: MIKE ANTHONY DELLISANT|MICHAEL ANTHONY DELLISANT
IAPD individual key: 2508165

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Jan 29, 2024	n/a	yes	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Current employment
BAKER TILLY WEALTH MANAGEMENT, LLC	Mixed wealth	Nov 2, 2020	Jan 26, 2024	no	San Diego, CA	Previous registration
SQUAR MILNER FINANCIAL SERVICES, LLC	Former SEC adviser	Sep 29, 2017	Dec 22, 2020	no	San Diego, CA\|IRVINE, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Oct 12, 2017	no	ENCINITAS, CA\|RANCHO SANTA FE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 8, 2010	Oct 1, 2012	no	ENCINITAS, CA\|RANCHO SANTA FE, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 15, 2010	no	SACRAMENTO, CA\|San Diego, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jan 31, 2001	Jun 1, 2009	no	SACRAMENTO, CA\|ALLENTOWN, PA\|SACRAMENTO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BAKER TILLY WEALTH MANAGEMENT, LLC	WELLS FARGO ADVISORS	Jan 26, 2024	Jan 29, 2024	3	Firm change	RIA to wirehouse
SQUAR MILNER FINANCIAL SERVICES, LLC	BAKER TILLY WEALTH MANAGEMENT, LLC	Dec 22, 2020	Nov 2, 2020	-50	Firm change after gap	RIA to RIA
J.P. MORGAN SECURITIES LLC	SQUAR MILNER FINANCIAL SERVICES, LLC	Oct 12, 2017	Sep 29, 2017	-13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
MORGAN STANLEY	CHASE INVESTMENT SERVICES CORP.	Oct 15, 2010	Oct 8, 2010	-7	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
167811:19616:CA:2024-01-26	Jan 26, 2024	Jan 29, 2024	SAN DIEGO, CA	Firm change
112483:167811:CA:2020-12-22	Dec 22, 2020	Nov 2, 2020	IRVINE, CA	Firm change after gap
79:112483:CA:2017-10-12	Oct 12, 2017	Sep 29, 2017	RANCHO SANTA FE, CA	Firm change

Relationships

Registered with (7)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Jan 29, 2024 to presentfactForm ADV
→ BAKER TILLY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 2, 2020 to Jan 26, 2024factForm ADV
→ SQUAR MILNER FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 29, 2017 to Dec 22, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Oct 12, 2017factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 8, 2010 to Oct 1, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 15, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jan 31, 2001 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
Michael Anthony Dellisant left Baker Tilly Wealth Management, Llc for Wells Fargo Advisors (registered 2024-01-29)
Form ADVobserved 6 days ago