Adviser and broker representative · M Holdings Securities, Inc.
Spencer J. David
CRD 2956610 · Coral Gables, FL
At a glance
Spencer J. David is an investment adviser representative with M Holdings Securities, Inc. in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Spencer’s SEC record dates to 2000, about 26 years ago. Spencer is also registered as a broker representative.
Current advisory firm
- M Holdings Securities, Inc.Since August 2004Coral Gables, FL · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Spencer’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.