Michael R Massi

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2016 → 09/2025
  Bank Of America, N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2016-08-26 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

I*131267 For profit or not for profit: For-Profit Organization Name of outside business organization: Masbro Holdings LLC Investment related: N Address of business: Smyrna, Georgia 30080 Nature of business: LLC, Position, title, association: Limited Partner, Start date of relationship: 5/4/2020 Number of hours devoted: 24 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My close friend and I established an LLC to purchase rental properties for LT diversification and legacy for our families. I*1225267 For profit or not for profit: Entity For Profit Name of outside business organization: Masbro Holdings LLC Investment related: N Address of business: Athens, Georgia, 30601 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 8/2/2021 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , passive income through partial property ownership to diversify assets I*1225269 For profit or not for profit: Entity For Profit Name of outside business organization: Masbro Holdings LLC Investment related: N Address of business: Marietta, Georgia, 30064 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 10/13/2020 Number of hours devoted: 10 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , passive income through property ownership to diversify assets

Exams

• S66 Uniform Combined State Law Examination
  2016-08-24

Other Names

• Michael R Massi