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Bangjie Yang

Investment adviser representative at Secure Asset Management, L.L.C.
12 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

12 years in the industry.

  1. Secure Asset Management, L.L.C.Mar 2025 to now
  2. Real Estate Transition SolutionsJul 2024 to now
  3. GannettAug 2023 to Dec 2023
  4. Usi Insurance ServicesMar 2022 to Jun 2024
  5. Fred MeyerApr 2019 to Jul 2020
  6. Thai TerraceMar 2019 to Jul 2019
  7. Army National GuardJan 2019 to Jan 2025
  8. Clark CollegeJul 2018 to Mar 2020
  9. Kenji's Ramen & GrillJul 2018 to Sep 2018
  10. Mountain View High SchoolJul 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
7942723
Firm CRD
144046
Advisor's SEC record (opens in a new tab)
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