Michael Paul Masserant
Investment adviser representative at C2 Private Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- C2 Private WealthJul 2024 to now
- Strategic Investment Advisors, Inc.Dec 2019 to now
- Senior Planning Advisors, Inc.Feb 2019 to now
- Lumin FinancialJan 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
C2 Private Wealth
Legal name: Strategic Investment Advisors, LLC
$1.8BAssets managed
2,066Clients
14Advisers
9 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
- 7205801
- Firm CRD
- 151501