Michael Orsatti
Investment adviser representative at M Holdings Securities, Inc.
13 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
13 years in the industry.
- M Holdings Securities, Inc.Sep 2024 to now
- Empower Financial Services, IncNov 2023 to Aug 2024
- The Huntington Investment CompanyMar 2023 to Nov 2023
- Huntington National BankFeb 2020 to Nov 2023
- Franciscan University of SteubenvilleJan 2016 to Dec 2019
- Full Time StudentJan 2013 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7706748
- Firm CRD
- 43285