AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CM

Christopher Michael Martarano

M HOLDINGS SECURITIES
Moosic, PA
·CRD# 4378931·25 years experience

Professional Summary

Christopher Michael Martarano is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Moosic, Pennsylvania. Christopher is registered as a RR (Registered Representative) and started their career in finance in 2001. Christopher has worked at 6 firms and has passed the Series 63, Series 66, Series 6TO, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
View profile
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Years of Experience

25 years in the financial services industry

Current & Past Employments

M HOLDINGS SECURITIES, INC.·CRD# 43285
RIA
BD
30 Ed Preate Drive Suite 100, Moosic, PA 18507
July 21, 2022 - Present
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
April 4, 2022 - April 5, 2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC·CRD# 18353
BD
Scranton, PA
February 20, 2019 - April 4, 2022
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
November 19, 2001 - March 14, 2002
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
May 9, 2001 - May 23, 2001
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
May 9, 2001 - May 23, 2001

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Current Firm

MH
M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

1125 N.w. Couch Street Suite 900, Portland, OR 97209

Mailing Address

P.o. Box 2207, Portland, OR 97208-2207

Phone Number

(888) 520-6784

Established

Oregon since 03/21/1997

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

1,442

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

M HOLDINGS SECURITIES, INC. FORM 2A ADV FIRM BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
M FINANCIAL HOLDINGS INCORPORATEDEQUITY OWNER—
DAVIS, TARA ANNECHIEF COMPLIANCE OFFICER5441665
HANEY-JACKSON, LAURA ELIZABETHVICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER4771801
ROGERS, MARIA RENEEPRINCIPAL FINANCIAL OFFICER2442526
SCHOONMAKER, MICHAEL SKICHIEF EXECUTIVE OFFICER2408456

Regulatory Assets Under Management

Total Number of Accounts

8,115

AUM (Assets Under Management)

$3,206,330,654

Disclosures

Regulatory Event

5

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2026Cover PageReport
09/10/2025Cover PageReport
11/13/2024Cover PageReport

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MH
M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

CRD#: 43285 / SEC#: 801-57304, 8-50214
RIA
Registered Investment Advisory firm - SEC (3/14/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Pennsylvania
(7/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2019About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Nov 2001About the Series 66 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2019About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2001About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Christopher Michael Martarano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

MM
Matthew Marc Muney

CROSSTREE CAPITAL SECURITIES, LLC

TAMPA, FL · CRD#
JS
Jose Aquino Salazar

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
CM
Follow Christopher
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required