Bradley
Davis

Secure Asset Management, L.L.C

CRD#4763844
Investment Advisor
in Troy, MI

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About this Advisor

Bradley Davis is a financial advisor working out of Troy, Michigan with a total of 1 year of industry experience. Davis is on the advisory team at Secure Asset Management, L.L.C. Throughout their career, they have worked at Sigma Financial Corporation, Secure Asset Management, L.L.C, Aurora Securities and Heber Fuger Wendin, Inc. Davis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Michigan. Secure Asset Management, L.L.C is a registered investment business headquartered in Troy, MI. The investment advisory business has offices in 15 locations and a total of 37 people on staff. It has $440 million in total assets across its 2,376 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,376 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on the type of financial services provided. Fee types billed by Secure Asset Management, L.L.C likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

2565 West Maple Rd
Troy, MI 48084

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Secure Asset Management, L.L.C Brokerage Details

Total Assets Under Management

$439,981,505

MI Average: $943,424,332
Total Number of Employees

37

MI Average: 21
Total Number of Accounts

2,376

MI Average: 1,586
Average Account Size

$185,177

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Bradley Davis Work History

Bradley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Secure Asset Management, L.L.C

2022 - Present (2 years)

Aurora Securities

2019 - 2020 (1 year)

Heber Fuger Wendin, Inc

2012 - 2018 (6 years)

Sigma Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Secure Asset Management, L.L.C

Eric Spencer
Bloomfield, MI
Thomas Badders
Troy, MI
Weslee Phelps
Fort Wayne, IN
Bradley Davidson
Ladera Ranch, CA
James Tietema
Troy, MI
Bradley Davis
Troy, MI
Jonathan Thomas
Troy, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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