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Detailed Report
Dante Joseph Zicarelli
CRD#: 7517126
IA
Investment Adviser
B
Broker
M HOLDINGS SECURITIES, INC.CRD#: 43285 1776 On The Green
67 East Park Place, Suite 750
Morristown, NJ 07960
Registration History
JulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAM HOLDINGS SECURITIES, INC. (CRD# 43285)2024 - Present (1 year)BM HOLDINGS SECURITIES, INC. (CRD# 43285)2023 - Present (1 year)
License(s)

State Registrations

B
New Jersey 1/5/2024
B
New York 1/30/2025
IA
New Jersey 1/5/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
M HOLDINGS SECURITIES, INC. (CRD#:43285)
1776 On The Green 67 East Park Place, Suite 750, Morristown, NJ 07960
Registered with this firm since 1/5/2024
B
M HOLDINGS SECURITIES, INC. (CRD#:43285)
1776 On The Green 67 East Park Place, Suite 750, Morristown, NJ 07960
Registered with this firm since 4/20/2023
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.