Michael Demassa has been Managing Member of Forza Wealth Management since June 2015, is a control person of the firm and directly owns between 50% and 75% of it. Michael Demassa holds a Bachelor of Science from Massachusetts Institute of Technology.
Forza Wealth Management, LLC is a Sarasota, FL firm with $422M under management, 129 clients and 4 advisers in one office, as of its March 2026 filing.
Michael E. DeMassa is Founder & Principal of Forza Wealth Management. He worked as a Lab Technician at Robert Mondavi Winery before moving into finance, beginning as a financial advisor trainee. He was a Senior Portfolio Manager at Northern Trust from 2008 to 2015.
Michael Demassa’s longest registration is the current one, 11 years at Forza Wealth Management since 2015. Before joining Forza Wealth Management in 2015, Michael Demassa was registered through Global Financial Private Capital, LLC and National Planning Corporation ("NPC of America" in FL & NY).
- Forza Wealth ManagementCurrent– present · 11 yearsSarasota, FL · Adviser representative · Firm CRD 281075
- Global Financial Private Capital, LLC– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 132070
- National Planning Corporation ("NPC of America" in FL & NY)– · under a yearSarasota, FL · Adviser representative · Firm CRD 29604
- Intersecurities, Inc.– · under a yearSarasota , FL · Adviser representative · Firm CRD 16164
Professional designations
Listed by Forza Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
- Accredited Estate Planner® (AEP®)
Investment adviser representative registrations
Michael Demassa is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2015; the most recent is Texas, in December 2015.
- FloridaSince 2 October 2015
- TexasResidentSince 8 December 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 27 June 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 1999 |
| Series 7 | General Securities Representative Examination | 23 August 1999 |
- Name
- Municipal Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Ernest Demassa
- CRD
- 3272355
- Firm
- Forza Wealth Management · CRD 281075
- Role
- Managing Member
- Office
- 5605 MARQUESAS CIRCLE, Sarasota, FL 34233
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- forzawealth.com
Where does Michael Demassa work?
Michael Demassa has been Managing Member of Forza Wealth Management, LLC since June 2015, and is a control person of the firm.
Is Michael Demassa a financial advisor?
Yes. Michael Demassa has a current investment-adviser registration in Florida and Texas, through Forza Wealth Management since October 2015.
How many years of experience does Michael Demassa have?
Michael Demassa has 14 years in the financial industry, since June 2012, across 4 adviser firms.
What exams has Michael Demassa passed?
Michael Demassa has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 53. The earliest, the Series 7, was passed in August 1999.
Where did Michael Demassa work before Forza Wealth Management?
Before Forza Wealth Management, Michael Demassa was registered through Global Financial Private Capital, LLC, February 2006 to May 2008; National Planning Corporation ("NPC of America" in FL & NY), July 2005 to August 2005; Intersecurities, Inc., April 2004 to March 2005.
Where is Michael Demassa based?
Michael Demassa’s registered office is in Sarasota, FL.
Is Michael Demassa registered with FINRA?
No. Michael Demassa has no current broker registration.
Is Michael Demassa a CFP?
Forza Wealth Management lists Michael Demassa with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Michael Demassa a CFA charterholder?
Forza Wealth Management lists Michael Demassa with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Demassa’s record?
Search CRD 3272355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Demassa’s full registration record.
