CM
CFP
CM
CFP

Charles a Massie

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Loading...

Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Charles is the President of Charles Abels Massie, CPA, PA, focusing on tax preparation, but spends minimal time on it. He is also an IAR with Blackridge Asset Management, LLC and the President of Massie & Associates Financial Planning Group, where he focuses on sales and consulting, dedicating about a quarter of his time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
June 2019 - Present · 6 yrs 8 mos
Peak Brokerage Services, LLCBroker
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
July 2007 - May 2019 · 11 yrs 10 mos
Park Avenue Securities LLCBroker
August 2004 - May 2019 · 14 yrs 9 mos
State Registrations3 states
FLILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles A Massie - Financial Advisor | TrueAdvisor