Donna Diamond Clemente
Investment adviser representative at M Holdings Securities, Inc.
46 yearsExperience
2 statesRegistered in
$3.2BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
46 years in the industry.
- M Holdings Securities, Inc.Apr 2008 to now
- Comprehensive Actuarial Services, Inc.Oct 1983 to now
- Chernoff DiamondJan 1977 to now
- Cherry Bekaert - Chernoff Diamond, LLC dba Cherry Bekaert BenefiSep 2013 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
M Holdings Securities, Inc.
$3.2BAssets managed
4,513Clients
172Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2797515
- Firm CRD
- 43285