Shadi
Maasri

Secure Asset Management, L.L.C

CRD#6915746
Investment Advisor
in Troy, MI

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About this Advisor

Shadi Maasri is a financial advisor based in Troy, Michigan, working with Secure Asset Management, L.L.C. Shadi has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Wayne State University, Fts Transportation Services, Central Truck Parts And Services, Bank Of America, Fidelity Investments, Elies Mediterranean Grill And Bar, Adam Lawrie, Northwestern Mutual Investment Services LLC, Bank Of America Merrill Lynch, Northwestern Mutual Wealth Management Company, Secure Asset Management, L.L.C, Northwestern Mutual, and Student. Shadi has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Shadi is part of Secure Asset Management, L.L.C, which operates out of Troy, Michigan. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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

$599,576,285

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

46

MI Average: 21
Total Number of Accounts

3,698

MI Average: 1,586
Average Account Size

$162,135

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

Shadi Maasri Work History

2024 - Present (0 year)

Northwestern Mutual Investment Services LLC

2024 - Present (0 year)

Northwestern Mutual Wealth Management Company

2024 - Present (0 year)

Secure Asset Management, L.L.C

2023 - Present (1 year)

Adam Lawrie

2023 - Present (1 year)

Northwestern Mutual

2022 - 2023 (1 year)

Elies Mediterranean Grill And Bar

2019 - 2022 (3 years)

Fidelity Investments

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Wayne State University

2016 - 2018 (2 years)

Bank Of America

2016 - 2019 (3 years)

Bank Of America Merrill Lynch

2016 - 2018 (2 years)

Student

2013 - 2016 (3 years)

Fts Transportation Services

2013 - 2016 (3 years)

Central Truck Parts And Services

Disclosures

Please visit the SEC profile of Shadi Maasri 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

Pamela Harrison
Troy, MI
Evan Akers
Granada Hills, CA
Thomas Badders
Troy, MI
Jason Spencer
Troy, MI
Eric Spencer
Bloomfield, MI
Jeremy Goldstein
Troy, MI
Taylor Armstrong
Portland, OR
Ryan Reynolds
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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