Michael John Fornasier

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 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

• 07/2015 → 07/2020
  Investacorp Inc
  Miami, FL
• 10/2015 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 05/2023
  Securities America, Inc.
  Ponte Vedra, FL
• 07/2020 → 05/2023
  Securities America Advisors, Inc.
  Ponte Vedra, FL
• 05/2023 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2012 → Present
  Sound Asset Advisors
  Ponte Vedra, FL

Previous Registrations

• 2020-07-17 → 2023-05-26
  Securities America Advisors, Inc.
  Ponte Vedra, FL
• 2015-10-12 → 2020-07-17
  Investacorp Advisory Services Inc
  Wading River, NY
  Ponte Verde, FL
• 2013-10-21 → 2015-08-07
  Cl Wealth Management Llc
  Schaumburg, IL
  Wading River, NY
• 2012-02-24 → 2013-04-04
  Lpl Financial Llc
  Riverhead, NY

Other Businesses

1) Sound Asset Advisors - 90 Fort Wade Road, Suite 100, Ponte Vedra, FL 32081; Investment related; Securities and insurance sales and services; President; Start date 1/2012; 50-60 hrs mnth & during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-16
• S63 Uniform Securities Agent State Law Examination
  1997-02-18