Michael Vellucci
Financial advisor at M Holdings Securities, Inc. · New Albany, OH
Last updated 2026-10-10
Claim your profileMichael Vellucci is a financial advisor at M Holdings Securities, Inc. in New Albany, OH, CRD 7819618. Licenses and exams on the registration: Series 65. IAPD registration began 2026-08-25.
Registration
- CRD number
- 7819618
- Registration status
- Active
- IAPD registration
- 2026-08-25
- Industry Experience
- 0 years
- Work Experience
- 13 years
- States registered
- AZ, CA, CO, MD, MI, MO, NC, NV, OH, PA, TX
Licenses and exams
- Series 65
Work history
- 2021-07 to Present · McHenry Advisers, Inc. · Westerville, OH
- 2017-08 to 2021-05 · The Ohio State University · Columbus, OH
- 2013-08 to 2017-05 · Massillon Jackson High School · Massillon, OH
- 2017-05 to 2020-08 · Whalen Lawn & Landscaping · North Canton, OH
- 2026-01 to Present · M Holdings Securities, Inc · Portland, OR
- 2025-04 to 2025-11 · Lion Street Advisor · Austin, TX
- 2025-11 to 2026-01 · Integrity Alliance, LLC · Omaha, NE
Current employment
- M Holdings Securities, Inc. · Portland, OR
M Holdings Securities, Inc.
- Regulatory AUM
- $3,206,330,654
- Registered advisors
- 175
- Offices
- 111
- Clients per advisor
- 25.8 (Low)
- Average AUM per client
- $710.5K (Low)
- High-net-worth client ratio
- 1.7% (Low)
M Holdings Securities, Inc.: advisors, services and reported ETF investments
About
Michael Vellucci is a financial advisor at M Holdings Securities, Inc. in New Albany, OH. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 13 years of reported work history. Reported roles include McHenry Advisers, Inc., Integrity Alliance, LLC, Lion Street Advisor, The Ohio State University, among others.
SEC disclosures list additional business and community activities: 1) Mchenry Investment Strategies: 2) mchenry advisors, inc.
M Holdings Securities, Inc.'s firm-level Form ADV reports 175 advisors across 111 offices; approximately 25.8 clients per advisor, average assets per client of $710,465, and regulatory AUM of $3.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $540.7K across 92 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Vellucci personally.
Reported ETF positions
M Holdings Securities reports 92 ETF positions worth $540.7K on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $244.2K |
| DFUV — Dimensional US Marketwide Value ETF | $30.7K |
| DFIV — Dimensional International Value ETF | $23.7K |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $19.3K |
| VUSB — Vanguard Ultra-Short Bond ETF | $18.1K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
M Holdings Securities's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $3.8K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.5K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $668 | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $388 | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by M Holdings Securities, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
134 East Main Street, New Albany, OH 43054
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-656-6960
- Website: mfin.com/M-SECURITIES
Official record
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