Newark, DE Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,030,710,637
ClientsTotal clients
4,368
AdvisorsAdvisors at this office
2
Of 174 advisors across 91 offices
Location
131 Continental Dr., Ste 206
Newark DE 19713
Advisors at this office
2
Advisors at this office
Harold H
Series 66
Newark, DE
M HOLDINGS SECURITIES, Inc.
Harold Hollinger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and over 53 years of industry experience. He has served as CEO and principal of Newton One Advisors since 2000. Outside of his advisory role, he is involved in insurance and trust administration through Newton One, LLC. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and financial professionals. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing both portfolio management and third-party sub-advisors.
Mark S
Series 63, Series 65
Newark, DE
M HOLDINGS SECURITIES, Inc.
Mark Singer Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Unum for six years before joining Newton One Advisors, where he has been active since 2020. Outside of his advisory role, he acts as a registered representative and advisor for Newton One, LLC, focusing on insurance and investment advisory services. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.
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