SE
Shiv J. Enakar
M HOLDINGS SECURITIES
Detroit, MI 48226
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CRD#: 7435886
SE
Professional summary
Shiv Jagdish Enakar, who also goes by Shiv Jagdish Enakar, is a registered financial advisor currently at M HOLDINGS SECURITIES, INC. located in Detroit, Michigan.
Shiv is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Shiv has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shiv Jagdish Enakar
Other business activities
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.
OBA-102769|OrgNmn:Doordash|Org Addr:Detroit ,Michigan,US|OBA Nature:Driver|Invst Rel:N|Title:Independent Contractor|Duties:Driver |StrtDt:08-01-23|TotHrs/mon:8|TrdHrs/mon:0|OBA-102765|OrgNmn:Enakar Air Bnb LLC|Org Addr:Detroit,Michigan,US|OBA Nature:Investment Property|Invst Rel:Y|Title:Sole Proprietor|Duties:Owner/Operator |StrtDt:01-31-20|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Shiv Jagdish Enakar's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Shiv Jagdish Enakar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 17, 2025 - Present
M HOLDINGS SECURITIES, INC.
Office #1: One Woodward Ave., Ste 1500, Detroit, MI 48226RIA
BD
CRD#: 43285
Detroit, MI
Current
October 17, 2025 - Present
M HOLDINGS SECURITIES, INC.
Office #1: One Woodward Ave., Ste 1500, Detroit, MI 48226RIA
BD
CRD#: 43285
Detroit, MI
Past
March 31, 2025 - September 11, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
ANN ARBOR, MI
Past
October 13, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ANN ARBOR, MI
Past
October 5, 2023 - September 11, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
ANN ARBOR, MI
Past
June 22, 2022 - September 22, 2023
VERITY WEALTH PARTNERS
RIA
CRD#: 307774
DETROIT, MI
Past
February 28, 2022 - May 16, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TROY, MI
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Michigan(10/17/2025)
IAR
Michigan(10/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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)
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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)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| M FINANCIAL HOLDINGS INCORPORATED | EQUITY OWNER | |
| HANEY-JACKSON, LAURA ELIZABETH | VICE PRESIDENT - PRINCIPAL OPERATIONS OFFICER | 4771801 |
| LUDWIG, STEVEN CHARLES | CHIEF COMPLIANCE OFFICER | 2440911 |
| ROGERS, MARIA RENEE | PRINCIPAL FINANCIAL OFFICER | 2442526 |
| SCHOONMAKER, MICHAEL SKI | CHIEF EXECUTIVE OFFICER | 2408456 |
Regulatory assets under management
| Total Number of Accounts | 8,234 |
| AUM (Assets Under Management) | $ 4,078,516,284 |
Disclosures
| Regulatory Event | 5 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 11/13/2024 | ||
| 08/28/2023 |
Red Flags
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.
Company Information
M HOLDINGS SECURITIES, INC.
CRD#: 43285Detroit, MI 48226TRUST BUT VERIFY
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