Adviser and broker representative · M Holdings Securities, Inc.
David C. Graffagnino
CRD 837677 · Daytona Beach, FL
At a glance
David C. Graffagnino is an investment adviser representative with M Holdings Securities, Inc. in Daytona Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 1995, about 31 years ago. David is also registered as a broker representative.
Current advisory firm
- M Holdings Securities, Inc.Since June 2004Daytona Beach, FL · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 1995 (31 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.