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Shadi Maasri

Secure Asset Management, LLC

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About Shadi Maasri

Shadi Maasri is an Investment Advisor Representative at Secure Asset Management, LLC. Shadi is a licensed insurance agent with Secure Investors Group, an affiliate of Secure Asset Management L.L.C. Shadi works as an employee of Titan Wealth Advisors, a DBA entity. Shadi has been in the industry since 2018. Shadi is also registered with Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. Shadi has passed the Series 7, Series 66 and SIE exams.

Firm Information

Shadi Maasri 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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Shadi Maasri’s Registration & Firm History

MI

05/07/2024 - Present

Secure Asset Management, LLC (TROY MI)

MI

02/22/2024 - 05/17/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

MI

06/19/2019 - 08/25/2022

FIDELITY BROKERAGE SERVICES LLC (FARMINGTON MI)

MI

05/01/2018 - 06/14/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)

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Licenses & Designations

BOTH

Issued 07/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Shadi Maasri. Review regulatory record here.
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