Matthew Richard Medell
Investment adviser representative at M Holdings Securities, Inc.
10 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
10 years in the industry.
- M Holdings Securities, Inc.Mar 2025 to now
- J.P. Morgan Securities, LLC.Aug 2019 to now
- UnemployedJul 2019 to Jul 2019
- Morgan StanleyMay 2019 to Jun 2019
- UnemployedMar 2019 to Apr 2019
- Capital One Investing, LLCMay 2017 to Feb 2019
- FxcmJan 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6503882
- Firm CRD
- 43285