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David Mark Deller

Deller Wealth Management LLC

Royal Oak, MI

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Current Employers
Deller Wealth Management Llc

418 N Main St. Suite 200, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-07
  • MI RA
    APPROVED
    Since 2025-02-07

Branch Locations

418 N Main St. Suite 200, Royal Oak, MI 48067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Rochester Hills MI 06/2016 05/2018
Raymond James Financial Services Advisors Inc. Rochester Hills MI 06/2016 05/2018
Raymond James Financial Services, Inc. Bloomfield Hills MI 05/2018 06/2018
Raymond James Financial Services Advisors, Inc. Bloomfield Hills MI 05/2018 06/2018
Deller Wealth Management Llc Royal Oak MI 07/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-30
  • S66 Uniform Combined State Law Examination
    2011-07-30
Designations

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