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Josiah Gillson Sherk

Secure Asset Management, LLC

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About Josiah Gillson Sherk

Josiah Gillson Sherk is a Registered Investment Advisor Representative with Secure Asset Management, LLC, located in Troy, MI. Josiah is a Series 65 and Series 63 licensed representative with experience in the financial services industry since 2021. Previously, Josiah worked at BOFA Securities, INC. in New York, NY. Josiah's specializations include Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Selection of Other Advisers.

Firm Information

Josiah Sherk 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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Josiah Sherk’s Registration & Firm History

MI

08/27/2024 - Present

Secure Asset Management, LLC (TROY MI)

NY

09/13/2021 - 06/18/2024

BOFA SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/27/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josiah Gillson Sherk.
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