Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

M Holdings Securities, Inc. financial advisors in Ohio

Every SEC-registered investment adviser representative at a M Holdings Securities, Inc. office in Ohio, by city and A to Z.

The short answer

5 registered advisors work at M Holdings Securities, Inc. in Ohio, out of 161 nationwide; it's the firm's number 7 state by advisors, and the most are in Cleveland (3). 0 list the CFP designation and 3 are also registered broker representatives.

M Holdings Securities, Inc. advisors by city in Ohio

Every firm in Ohio →

Cleveland 3New Albany 2Perrysburg 1

M Holdings Securities, Inc. advisors in Ohio, A to Z

Search by name →

M Holdings Securities, Inc. advisors in every state →M Holdings Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

M Holdings Securities, Inc. in other states

Oregon 28Florida 18Texas 14Michigan 12California 11Pennsylvania 8Illinois 5North Carolina 5Tennessee 5Colorado 4Kansas 4New Jersey 4Delaware 3Kentucky 3Minnesota 3Nebraska 3Washington 3

Questions

How many M Holdings Securities, Inc. financial advisors are in Ohio?

5 investment adviser representatives are registered at M Holdings Securities, Inc. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 161 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in Ohio does M Holdings Securities, Inc. have the most advisors?

Cleveland, with 3, then New Albany (2). M Holdings Securities, Inc. has advisors in 3 cities in Ohio.

How do I check a M Holdings Securities, Inc. advisor in Ohio?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the M Holdings Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.