Henry Pfleger
Investment adviser representative at M Holdings Securities, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- M Holdings Securities, Inc.Nov 2025 to now
- Troluce Capital AdvisorsMar 2023 to Oct 2025
- UnemployedNov 2022 to Feb 2023
- Exoduspoint Capital Management LPJun 2021 to Oct 2022
- CreditsightsJul 2017 to May 2021
- Bloomberg LPJun 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6206206
- Firm CRD
- 43285