Michael Ernest Demassa

Employer firm

Forza Wealth Management CRD 281075

$422M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Forza Wealth Management, Llc
  Sarasota, FL

Previous Registrations

• 2006-02-10 → 2008-05-30
  Global Financial Private Capital, Inc.
  Sarasota, FL
• 2005-07-15 → 2005-08-02
  National Planning Corporation
  Sarasota, FL
• 2004-04-28 → 2005-03-23
  Transamerica Financial Advisors, Llc
  Sarasota , FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-09-03

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Mike Demassa
• Michael E Demassa