Bradley Allen Davis
Investment adviser representative at Secure Asset Management, L.L.C.
14 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Secure Asset Management, L.L.C.Feb 2022 to now
- Aurora SecuritiesJan 2022 to now
- UnemployedJun 2020 to Jan 2022
- Heber Fuger Wendin, Inc.Jul 2019 to Jun 2020
- UnemployedJan 2019 to Jul 2019
- Sigma Financial CorporationJun 2012 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Secure Asset Management, L.L.C.
$870.6MAssets managed
2,877Clients
55Advisers
8 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
- 4763844
- Firm CRD
- 144046