Michael John Fornasier
Investment adviser representative at Planmember Securities Corporation
14 yearsExperience
2 statesRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Planmember Securities CorporationMay 2023 to now
- Sound Asset AdvisorsJan 2012 to now
- Securities America Advisors, Inc.Jul 2020 to May 2023
- Securities America, Inc.Jul 2020 to May 2023
- Investacorp Advisory ServicesOct 2015 to Jul 2020
- Investacorp IncJul 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2832055
- Firm CRD
- 11869