Michael P. Massey
FORMIDABLE ASSET MANAGEMENT | Senior Vice President, Investments
Vero Beach, FL 32960
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CRD#: 3049479
Professional summary
Michael Paul Massey, CFP®, who also goes by Michael Massey, Paul Massey, is a registered financial advisor currently at FORMIDABLE ASSET MANAGEMENT, LLC located in Vero Beach, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Trust & estate planning
Philanthropic services
Loans/credit services
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Michael Massey | Paul Massey
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Baseball Club of The Treasure Coast Address: baseball fields,vero beach, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 06/01/2014 Hours per month devoted to this business: 30 Hours per month devoted to this business during trading hours: 0 Description of duties: I am a baseball coach. The organization is a 501c3 . Evoshield has mulitple teams. I am coaching the 14 year olds. The club has 4 teams total. I also help with the administrative duties of the 501(c)(3).
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Massey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
April 5, 2024 - Present
FORMIDABLE ASSET MANAGEMENT, LLC
Office #1: 601 21st Street Suite 300, Vero Beach, FL 32960RIA
CRD#: 167555
Vero Beach, FL
Past
December 15, 2022 - March 18, 2024
BRM INVESTMENT MANAGEMENT LLC
RIA
CRD#: 323439
VERO BEACH, FL
Past
August 1, 2022 - September 9, 2022
WEDBUSH SECURITIES INC.
RIA
CRD#: 877
VERO BEACH, FL
Past
June 25, 1998 - May 18, 2022
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
VERO BEACH, FL
Past
June 22, 1998 - May 18, 2022
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
VERO BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORMIDABLE ASSET MANAGEMENT, LLC
BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC
CRD#: 167555 / SEC#: 801-77975
RIA
Registered Investment Advisory firm - (4/22/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
FA
FORMIDABLE ASSET MANAGEMENT, LLC
BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC
CRD#: 167555 / SEC#: 801-77975
RIA
Registered Investment Advisory firm - (4/22/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
221 E. 4th Street Suite 2700, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 655-5566
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,188 |
| AUM (Assets Under Management) | $ 876,010,541 |
Red Flags
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Company Information
FORMIDABLE ASSET MANAGEMENT, LLC
Senior Vice President, InvestmentsCRD#: 167555Vero Beach, FL 32960TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
