David Coughlin has been an investment adviser representative at Secure Asset Management since August 2024, 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.
David Coughlin’s longest registration was 8 years at Securities America Advisors, Inc. (2009–2017). Before joining Secure Asset Management in 2024, David Coughlin was registered through SCF Investment Advisors, Inc. and Securities America Advisors, Inc.
- – present · 2 yearsOrange Park, FL · Adviser representative · Firm CRD 144046
- SCF Investment Advisors, Inc.– · 6 yearsOrange Park, FL · Adviser representative · Firm CRD 123608
- Securities America Advisors, Inc.– · 8 yearsOrange Park, FL · Adviser representative · Firm CRD 110518
- Brecek & Young Advisors, Inc.– · 8 yearsLorton, VA · Adviser representative · Firm CRD 40395
Investment adviser representative registrations
David Coughlin is registered as an investment adviser representative in Florida, since August 2024.
- FloridaSince 10 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2008 |
| Series 7 | General Securities Representative Examination | 2 July 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 December 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Robert Coughlin
- CRD
- 2193800
- Firm
- Secure Asset Management · CRD 144046
- Office
- Orange Park, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Coughlin work?
David Coughlin is an investment adviser representative registered through Secure Asset Management, L.L.C. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Coughlin a financial advisor?
Yes. David Coughlin has a current investment-adviser registration in Florida, through Secure Asset Management since August 2024.
How many years of experience does David Coughlin have?
David Coughlin has 34 years in the financial industry, since December 1991, across 4 adviser firms.
What exams has David Coughlin passed?
David Coughlin has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 1991. FINRA credited David Coughlin with the SIE, which began in October 2018.
Where did David Coughlin work before Secure Asset Management?
Before Secure Asset Management, David Coughlin was registered through SCF Investment Advisors, Inc., October 2017 to August 2024; Securities America Advisors, Inc., January 2009 to October 2017; Brecek & Young Advisors, Inc., June 2000 to January 2009.
Where is David Coughlin based?
David Coughlin’s registered office is in Orange Park, FL.
Is David Coughlin registered with FINRA?
Yes. David Coughlin has a current broker registration, under CRD 2193800.
Source: FINRA BrokerCheck
How can I verify David Coughlin’s record?
Search CRD 2193800 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Coughlin’s full registration record.