Jeffrey Dellenbach, financial advisor Fort Lauderdale FL
88 score

Jeffrey Dellenbach

CRD Number: 6361671
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeffrey Dellenbach (CRD# 6361671) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America N.a. Fort Lauderdale, FL Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL Jun 2014 - Current 2
J Delly Inc. Weston, FL Oct 2013 - Jun 2014 < 1
South Florida Select Football Clinic Oneonto, NY Jan 2012 - Jun 2014 2
Boca Raton Community High Schoo Boca Raton, FL May 2013 - May 2014 1
Boca Gridiron Club Boca Raton, FL Aug 2013 - Feb 2014 < 1
American Learning Systems Plantation, FL Jan 2011 - Dec 2012 1
Ultimate Sports Institute Weston, FL Aug 2005 - May 2012 6
Ave Maria University Ave Maria, FL Jun 2010 - Jan 2011 < 1
North Broward Prep School Coconut Creek, FL May 2007 - Apr 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Jeffrey A. Dellenbach
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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