Michael A Massarano
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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
11 years in the industry.
- Focus Partners Wealth, LLCJul 2026 to now
- Edward JonesSep 2025 to Jun 2026
- Bank of America NAJan 2025 to Aug 2025
- Merrill LynchNov 2024 to Aug 2025
- JPMorgan Chase Bank, N.AJul 2023 to Oct 2024
- J.P. Morgan Securities LLCNov 2019 to Jun 2023
- JPMorgan Chase Bank, N.A.Nov 2019 to Jun 2023
- DoordashJun 2019 to Aug 2019
- PostmatesMay 2019 to Aug 2019
- Fox Networks GroupOct 2017 to Feb 2019
- Morgan StanleyNov 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 6580951
- Firm CRD
- 159289