Michael Massey has been an investment adviser representative at Formidable Asset Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Formidable Asset Management, LLC is a Cincinnati, OH firm with $903M under management, 900 clients and 14 advisers across 4 offices, as of its August 2026 filing.
Michael Massey’s longest registration was 23 years at Raymond James & Associates, Inc. (1998–2022). Before joining Formidable Asset Management in 2024, Michael Massey was registered through BRM Investment Management LLC and Wedbush Securities Inc.
- – present · 2 yearsVero Beach, FL · Adviser representative · Firm CRD 167555
- BRM Investment Management LLC– · 1 yearVero Beach, FL · Adviser representative · Firm CRD 323439
- Wedbush Securities Inc.– · under a yearVero Beach, FL · Adviser representative · Firm CRD 877
- Raymond James & Associates, Inc.– · 23 yearsVero Beach, FL · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Michael Massey is registered as an investment adviser representative in Florida, since April 2024.
- FloridaSince 5 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 31 March 2005 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 11 March 2005 |
| Series 66 | Uniform Combined State Law Examination | 2 July 1998 |
| Series 7 | General Securities Representative Examination | 19 June 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Paul Massey
- CRD
- 3049479
- Firm
- Formidable Asset Management · CRD 167555
- Office
- 601 21st Street, Suite 300, Vero Beach, FL 32960
- Registration
- Investment adviser registration
- In the industry since
- December 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Massey work?
Michael Massey is an investment adviser representative registered through Formidable Asset Management, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Massey a financial advisor?
Yes. Michael Massey has a current investment-adviser registration in Florida, through Formidable Asset Management since April 2024.
How many years of experience does Michael Massey have?
Michael Massey has 27 years in the financial industry, since December 1998, across 4 adviser firms.
What exams has Michael Massey passed?
Michael Massey has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in June 1998. FINRA credited Michael Massey with the SIE, which began in October 2018.
Where did Michael Massey work before Formidable Asset Management?
Before Formidable Asset Management, Michael Massey was registered through BRM Investment Management LLC, December 2022 to March 2024; Wedbush Securities Inc., August 2022 to September 2022; Raymond James & Associates, Inc., June 1998 to May 2022.
Where is Michael Massey based?
Michael Massey’s registered office is in Vero Beach, FL.
Is Michael Massey registered with FINRA?
No. Michael Massey has no current broker registration.
How can I verify Michael Massey’s record?
Search CRD 3049479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Massey’s full registration record.
