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Michael Vellucci

M Holdings Securities, Inc.

New Albany, OH

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Current Employers
M Holdings Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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

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MORGAN STANLEY · New Albany, OH
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YFP WEALTH · NEW ALBANY, OH
VELA INVESTMENT MANAGEMENT, LLC · NEW ALBANY, OH
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