Inactive

Michael Vellucci

M Holdings Securities, Inc.

CRD 7819618

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Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-08-26
CA	RA	APPROVED	2026-08-25
CO	RA	APPROVED	2026-08-25
MD	RA	APPROVED	2026-08-25
MO	RA	APPROVED	2026-08-25
NC	RA	APPROVED	2026-08-25
PA	RA	APPROVED	2026-08-25
TX	RA	APPROVED	2026-08-25

MI RA
APPROVED

Since 2026-08-26
CA RA
APPROVED

Since 2026-08-25
CO RA
APPROVED

Since 2026-08-25
MD RA
APPROVED

Since 2026-08-25
MO RA
APPROVED

Since 2026-08-25
NC RA
APPROVED

Since 2026-08-25
PA RA
APPROVED

Since 2026-08-25
TX RA
APPROVED

Since 2026-08-25

Branch Locations

134 East Main Street, New Albany, OH 43054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mchenry Advisers, Inc.	Westerville	OH	07/2021	Present
The Ohio State University	Columbus	OH	08/2017	05/2021
Massillon Jackson High School	Massillon	OH	08/2013	05/2017
Whalen Lawn & Landscaping	North Canton	OH	05/2017	08/2020
M Holdings Securities, Inc	Portland	OR	01/2026	Present
Lion Street Advisor	Austin	TX	04/2025	11/2025
Integrity Alliance, Llc	Omaha	NE	11/2025	01/2026

07/2021 → Present

Mchenry Advisers, Inc.

Westerville, OH
08/2017 → 05/2021

The Ohio State University

Columbus, OH
08/2013 → 05/2017

Massillon Jackson High School

Massillon, OH
05/2017 → 08/2020

Whalen Lawn & Landscaping

North Canton, OH
01/2026 → Present

M Holdings Securities, Inc

Portland, OR
04/2025 → 11/2025

Lion Street Advisor

Austin, TX
11/2025 → 01/2026

Integrity Alliance, Llc

Omaha, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-21

S65 Uniform Investment Adviser Law Examination

2026-08-21

Other Names

Michael Norman Vellucci

View on SEC IAPD

Nearby Firms

COLUMBUS INVESTMENT ADVISORY INC.

Nearby Investors

JEFFREY ROBERT SIMPSON

Nearby Offices

MORGAN STANLEY · New Albany, OH

LIDO · New Albany, OH

COLUMBUS INVESTMENT ADVISORY INC. · NEW ALBANY, OH

More in New Albany, OH

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