Unclaimed Profile

David Michael Kittredge

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, Series 82TOClean record7 years registeredM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 1288918Firm CRD# 43285

Profile Verification

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

Identity

David Michael Kittredge · PORTLAND, OR

Registration

CRD #1288918 · M HOLDINGS SECURITIES, INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

May 2021 – Apr 2023

Baltimore, MD

T. ROWE PRICE ASSOCIATES, INC.

Feb 2019 – Sep 2020

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 66

Series 82TO

Registration record

First registered · February 26, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. 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

Speak with David Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Oregon or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Michael Kittredge offer?

David Michael Kittredge specializes in Financial Planning, Investment Management, Wealth Management.

What are David Michael Kittredge's credentials?

David Michael Kittredge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Kittredge located?

David Michael Kittredge is based in PORTLAND, Oregon, last registered with M HOLDINGS SECURITIES, INC..

How does David Michael Kittredge charge for services?

David Michael Kittredge'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →