Michael Paul Massey
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Other Aliases
Michael Massey, Paul Massey
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC
Contact Information
Main Address
221 E. 4th Street Suite 2700, Cincinnati, OH 45202Phone Number
(513) 655-5566# of Employees
21SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,196AUM (Assets Under Management)
$903,036,940Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(4/5/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2005About the Series 9 examSimilar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Massey's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
FALCON WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC