Unclaimed Profile

Brian Bruce Bristow

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 3151921Firm CRD# 43285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Bruce Bristow · PORTLAND, OR

Registration

CRD #3151921 · M HOLDINGS SECURITIES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CSENGE ADVISORY GROUP, LLC

Apr 2026 – present

RIDGEBACK SECURITIES, LTD

Apr 2025 – present

CUNA BROKERAGE SERVICES, INC.

Nov 2015 – Feb 2022

MONTPELIER, VT

M HOLDINGS SECURITIES, INC.

Sep 2009 – Jul 2015

PORTLAND, OR

ESI FINANCIAL ADVISORS

Aug 2005 – Jul 2009

MONTPELIER, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M HOLDINGS SECURITIES, INC.

CRD 43285 · SEC 801-57304

AUM

$4.5B

Regulatory assets under management

Employees

706

9,871 client accounts

Services offered by M HOLDINGS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M HOLDINGS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Bruce Bristow offer?

Brian Bruce Bristow specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Brian Bruce Bristow's credentials?

Brian Bruce Bristow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Bruce Bristow located?

Brian Bruce Bristow is based in PORTLAND, Oregon, working with M HOLDINGS SECURITIES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Brian Bruce Bristow charge for services?

Brian Bruce Bristow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M HOLDINGS SECURITIES, INC.?

M HOLDINGS SECURITIES, INC. has approximately 706 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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