Bradley Davis has been an investment adviser representative at Secure Asset Management since February 2022, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Bradley Davis is Portfolio Manager of Secure Asset Management. He joined Secure Asset Management, LLC in January 2022 as the portfolio manager for the registered investment advisor firm. His career began in 1999 as a portfolio manager, working as a partner, developer and operator of commercial real estate for a private investor. In 2004 he joined a broker-dealer as a registered representative, and in 2009 he expanded his portfolio management work to municipalities and financial institutions on their fixed income portfolios.
Bradley Davis’ longest registration is the current one, 4 years at Secure Asset Management since 2022. Before joining Secure Asset Management in 2022, Bradley Davis was registered through Heber Fuger Wendin Inc.
- – present · 4 yearsTroy, MI · Adviser representative · Firm CRD 144046
- Heber Fuger Wendin Inc– · 2 yearsBloomfield, MI · Adviser representative · Firm CRD 105668
Investment adviser representative registrations
Bradley Davis is registered as an investment adviser representative in Michigan, since February 2022.
- MichiganSince 9 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 2004 |
| Series 7 | General Securities Representative Examination | 9 March 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley Allen Davis
- CRD
- 4763844
- Firm
- Secure Asset Management · CRD 144046
- Office
- 2565 WEST MAPLE RD, Troy, MI 48084
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- securefg.com
Where does Bradley Davis work?
Bradley Davis is an investment adviser representative registered through Secure Asset Management, L.L.C. since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Bradley Davis a financial advisor?
Yes. Bradley Davis has a current investment-adviser registration in Michigan, through Secure Asset Management since February 2022.
How many years of experience does Bradley Davis have?
Bradley Davis has 20 years in the financial industry, since December 2005, across 2 adviser firms.
What exams has Bradley Davis passed?
Bradley Davis has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2004. FINRA credited Bradley Davis with the SIE, which began in October 2018.
Where did Bradley Davis work before Secure Asset Management?
Before Secure Asset Management, Bradley Davis was registered through Heber Fuger Wendin Inc, October 2019 to November 2021.
Where is Bradley Davis based?
Bradley Davis’ registered office is in Troy, MI.
Is Bradley Davis registered with FINRA?
Yes. Bradley Davis has a current broker registration, under CRD 4763844.
Source: FINRA BrokerCheck
How can I verify Bradley Davis’ record?
Search CRD 4763844 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bradley Davis’ full registration record.