Investment adviser representative · M Holdings Securities, Inc.
Nathan A. Perry
CRD 4197800 · Dallas, TX
At a glance
Nathan A. Perry is an investment adviser representative with M Holdings Securities, Inc. in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nathan’s SEC record dates to 2007, about 19 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- M Holdings Securities, Inc.Since September 2023Dallas, TX · $3.2B in regulatory assets
- M Financial Asset Management, Inc.Since November 2023Portland, OR · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 16 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nathan’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.
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.