Shadi
Maasri
Secure Asset Management, L.L.C
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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
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
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
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Secure Asset Management, L.L.C
Adam Lawrie
Northwestern Mutual
Elies Mediterranean Grill And Bar
Fidelity Investments
Merrill Lynch, Pierce, Fenner & Smith Inc
Wayne State University
Bank Of America
Bank Of America Merrill Lynch
Student
Fts Transportation Services
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.
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