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Robert Miller Dullnig

M. E. ALLISON & CO.
SAN ANTONIO, TX
·CRD# 73062·56 years experience

Professional Summary

Robert Miller Dullnig is a registered financial advisor currently at M. E. ALLISON & CO., INC. located in San Antonio, Texas. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Robert has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 1 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

56 years in the financial services industry

Current & Past Employments

M. E. ALLISON & CO., INC.·CRD# 1047
RIA
BD
950 E. Basse Road 2nd Fl., San Antonio, TX, 78209
November 21, 2016 - Present
M. E. ALLISON & CO., INC.·CRD# 1047
RIA
BD
950 East Basse Road Second Floor, San Antonio, TX 78209-1831
November 30, 2012 - Present
PRESIDIO FINANCIAL SERVICES, INC.·CRD# 10010
BD
San Antonio, TX
January 19, 2007 - January 2, 2013
GEORGE E. DULLNIG & CO.·CRD# 1690
BD
San Antonio, TX
October 7, 1970 - September 10, 2007

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Current Firm

M. E. ALLISON & CO., INC.
M. E. ALLISON & CO., INC.

M. E. ALLISON & CO., INC.

CRD#: 1047 / SEC#: 801-129805, 8-1402
RIA
Registered Investment Advisory firm - SEC (3/29/2024 Approved)
Texas
Registered Investment Advisory firm - SEC (7/8/2024 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

950 East Basse Road Second Floor, San Antonio, TX 78209

Mailing Address

950 East Basse Road Second Floor, San Antonio, TX 78209-1831

Phone Number

(210) 930-4000

Established

Texas since 03/09/1946

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

# of Employees

12

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

FINRA licenses (17 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MEA FORM ADV PART 2A (6/8/2026)

Direct owners and executive officers

NamePositionCRD#
ALLISON, CHARLES BENNETTDIRECTOR4615330
ALLISON, CHRISTOPHER RUMSEYCEO/CCO2278380
MURPHY, LINDE ALLENPRESIDENT/CCO4049529

Regulatory Assets Under Management

Total Number of Accounts

499

AUM (Assets Under Management)

$366,385,125

Disclosures

Regulatory Event

3

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIRST STATE BANK OF UVALDE - BOARD MEMBER

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M. E. ALLISON & CO., INC.
M. E. ALLISON & CO., INC.

M. E. ALLISON & CO., INC.

CRD#: 1047 / SEC#: 801-129805, 8-1402
RIA
Registered Investment Advisory firm - SEC (3/29/2024 Approved)
Texas
Registered Investment Advisory firm - SEC (7/8/2024 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(10/30/2025)
RR
Texas
(11/30/2012)
IAR
Texas
(11/21/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1995About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Apr 2000

Series 1 — Registered Representative Examination

Passed Oct 1970

Series 24 — General Securities Principal Examination

Passed Jun 1984About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Miller Dullnig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Miller Dullnig's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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