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Bradley Allen Davis

Secure Asset Management, LLC

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About Bradley Allen Davis

Bradley Davis is a registered investment advisor representative at Secure Asset Management, LLC. Bradley has over 17 years of experience in the financial industry. Bradley holds the Series 7, Series 63 and Series 65 licenses. Bradley specializes in providing financial advice to individuals and high net worth individuals. Prior to joining Secure Asset Management, LLC, Bradley was employed by Sigma Financial Corporation and Multi-Bank Securities, Inc.

Firm Information

Bradley Davis is currently registered with Secure Asset Management, LLC. Secure Asset Management, LLC is an investment advisor based in Troy, MI. The firm offers financial planning, portfolio management for individuals, and pension consulting services. They have a team of 24 licensed agents, 48 investment advisor representatives, and 26 registered representatives. Their regulatory assets under management total over $890 million, primarily serving high-net-worth individuals and individuals other than high-net-worth individuals.
Secure Asset Management, LLC

2565 WEST MAPLE RD

TROY, MI 48084

$890.03M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor for 3rd party money managers

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Bradley Davis’s Registration & Firm History

MI

02/09/2022 - Present

Secure Asset Management, LLC (TROY MI)

MI

06/21/2012 - 12/31/2018

SIGMA FINANCIAL CORPORATION (Royal Oak MI)

MI

09/14/2009 - 06/08/2012

MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)

AZ

03/10/2004 - 12/31/2008

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bradley Allen Davis. Review regulatory record here.
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