Jeffrey Dattolo
Jeffrey Dattolo is a CFP-designated registered investment advisor at M Holdings Securities, INC., based in Red Bank, NJ, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
331 Newman Springs Road, Bldg 1, Suite 107, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a partner in a real estate holding company and a Vice President at Madison & Main Advisors, LLC, where he focuses on insurance and investment advising and sales, taking more than full-time. He also works as an agent or broker for several insurance companies, dedicating minimal time to each.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Pts Brokerage, LLCBroker
Pts Brokerage, LLC
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
First Montauk Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
John Hancock Distributors, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Pml Securities CompanyBroker
Moore & Schley/meeker Sharkey Group INC.Broker
State Registrations11 states
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.