Michael Charles Massrock

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2010 → Present
  Amerilife
  Clearwater, FL
• 09/2015 → Present
  Innovation Partners Llc
  Charlotte, NC
• 12/2019 → 09/2023
  Sagepoint Financial, Inc.
  Clerawater, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Hudson, FL

Previous Registrations

• 2020-01-06 → 2023-09-01
  Osaic Services, Inc.
  Clearwater, FL
  Hudson, FL
  Phoenix, AZ

Other Businesses

1) N-ROCK LLC POSITION: Associate - Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2023 ADDRESS: 11252 Windrush Cir, Hudson FL 34667-5594, United States DESCRIPTION: This is a LLC in my wife's name (Nancy Massrock) - it is used for tax purposes

Exams

• S66 Uniform Combined State Law Examination
  2020-01-02

Other Names

• Mike Massrock