Adviser and broker representative · M Holdings Securities, Inc.
Donna M. Wanamaker
CRD 4563840 · Allentown, PA
At a glance
Donna M. Wanamaker is an investment adviser representative with M Holdings Securities, Inc. in Allentown, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Donna’s SEC record dates to 2006, about 20 years ago. Donna is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- M Holdings Securities, Inc.Since January 2015Allentown, PA · $3.2B in regulatory assets
- Deep Draft Consulting, LLCSince April 2014Allentown, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Donna’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
- 2 firmsLocked
- 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.