Michael Paul Massey

Employer firm

Formidable Asset Management, LLC CRD 167555

$903M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting

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

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

Current Employers

Employment History

• 04/1998 → 05/2022
  Raymond James & Associates, Inc.
  Vero Beach, FL
• 06/2014 → Present
  Baseball Club Of The Treasure Coast
  Vero Beach, FL
• 07/2022 → 09/2022
  Wedbush Securities
  Vero Beach, FL
• 11/2022 → Present
  Brm Investment Management
  Vero Beach, FL

Previous Registrations

• 2022-12-15 → 2024-03-18
  Brm Investment Management Llc
  Vero Beach, FL
• 2022-08-01 → 2022-09-09
  Wedbush Securities Inc.
  Pasadena, CA
  Vero Beach, FL
• 1998-06-25 → 2022-05-18
  Raymond James & Associates, Inc.
  Vero Beach, FL
  Vero Beach, FL
  Ft. Pierce, FL

Other Businesses

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).

Exams

• S66 Uniform Combined State Law Examination
  1998-07-02

Other Names

• Paul Massey
• Michael Massey