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Scott Greenberg

M Holdings Securities, INC.
40 Years of Experience
Bethesda, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Scott Greenberg is a registered investment advisor at M Holdings Securities, INC., based in Bethesda, MD, with 40 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.

M Holdings Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
4,513 clients
Average Client Portfolio
$710K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.10%
$10M+1.05%

Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7315 Wisconsin Avenue, Suite 250 E, Bethesda, MD, 20814

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Scott is a founder and principal at Greenberg, Wexler & Eig, where he sells insurance and investment products, dedicating nearly full-time hours. He also works as a wine columnist, a partner at Freedman Risk Management LLC selling personal lines of life insurance, a sponsor for DC Family Business Forum, and a member of Gateway Reserve Insurance Network.

Employment History
Current Registrations
M Holdings Securities, INC.
September 2002 - Present · 24 yrs 1 mo
M Holdings Securities, INC.Broker
September 2002 - Present · 24 yrs 1 mo
M Holdings Securities, INC.
September 2002 - Present · 24 yrs 1 mo
Previous Registrations
MML Investors Services, INC.Broker
July 1986 - September 2002 · 16 yrs 2 mos
State Registrations9 states
DCGAMAMDMTORSCUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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