Bradley Allen Davis

Employer firm

Secure Asset Management, L.l.c. CRD 144046

$871M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 12/2018
  Sigma Financial Corporation
  Ann Arbor, MI
• 02/2022 → Present
  Secure Asset Management, L.L.C.
  Troy, MI
• 01/2022 → Present
  Aurora Securities
  Troy, MI
• 06/2020 → 01/2022
  Unemployed
  Royal Oak, MI
• 07/2019 → 06/2020
  Heber Fuger Wendin, Inc.
  Bloomfield Hills, MI
• 01/2019 → 07/2019
  Unemployed
  Royal Oak, MI

Previous Registrations

• 2019-10-23 → 2021-11-08
  Heber Fuger Wendin Inc
  Bloomfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-21
• S63 Uniform Securities Agent State Law Examination
  2004-05-26

Other Names

• Brad Davis
• Bradley A Davis