Chief Executive Officer · M Holdings Securities, Inc.
Michael Ski Schoonmaker
CRD 2408456 · Named on Form ADV at one SEC-registered adviser
At a glance
M Holdings Securities, Inc., an SEC-registered broker-dealer firm based in Portland, OR with $3.2 billion in regulatory assets, lists Michael Ski Schoonmaker on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- M Holdings Securities, Inc.Chief Executive OfficerBroker-dealer firm · Portland, OR · $3.2B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Maria Renee RogersPrincipal Financial Officer, M Holdings Securities, Inc.
- Steven Charles LudwigChief Compliance Officer, M Holdings Securities, Inc.
- Laura Elizabeth Haney-JacksonVice President - Principal Operations Officer, M Holdings Securities, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.