Craig Conley has been an investment adviser representative at Secure Asset Management since April 2017, 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.
- – present · 9 yearsTroy, MI · Adviser representative · Firm CRD 144046
Investment adviser representative registrations
Craig Conley is registered as an investment adviser representative in Michigan, since April 2017.
- MichiganSince 17 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 March 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Craig T Conley
- CRD
- 5236746
- Firm
- Secure Asset Management · CRD 144046
- Office
- 2565 WEST MAPLE RD, Troy, MI 48084
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Conley work?
Craig Conley is an investment adviser representative registered through Secure Asset Management, L.L.C. since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Craig Conley a financial advisor?
Yes. Craig Conley has a current investment-adviser registration in Michigan, through Secure Asset Management since April 2017.
How many years of experience does Craig Conley have?
Craig Conley has 9 years in the financial industry, since April 2017, across 1 adviser firm.
What exams has Craig Conley passed?
Craig Conley has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in March 2007.
Where is Craig Conley based?
Craig Conley’s registered office is in Troy, MI.
Is Craig Conley registered with FINRA?
No. Craig Conley has no current broker registration.
How can I verify Craig Conley’s record?
Search CRD 5236746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Conley’s full registration record.