Shadi Maasri has been an investment adviser representative at Secure Asset Management since May 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.
Shadi Maasri’s longest registration is the current one, 2 years at Secure Asset Management since 2024. Before joining Secure Asset Management in 2024, Shadi Maasri was registered through Northwestern Mutual Investment Services,llc and Fidelity Personal and Workplace Advisors.
- – present · 2 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 144046
- Northwestern Mutual Investment Services,llc– · under a yearTroy, MI · Adviser representative · Firm CRD 2881
- Fidelity Personal and Workplace Advisors– · 2 yearsFarmington, MI · Adviser representative · Firm CRD 288590
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearDearborn, MI · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Shadi Maasri is registered as an investment adviser representative in Michigan, since May 2024.
- MichiganSince 6 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 July 2018 |
| Series 7 | General Securities Representative Examination | 1 May 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6915746
- Firm
- Secure Asset Management · CRD 144046
- Office
- 1668 S Telegraph, Ste 100, Bloomfield Hills, MI 48302
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Shadi Maasri work?
Shadi Maasri is an investment adviser representative registered through Secure Asset Management, L.L.C. since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Shadi Maasri a financial advisor?
Yes. Shadi Maasri has a current investment-adviser registration in Michigan, through Secure Asset Management since May 2024.
How many years of experience does Shadi Maasri have?
Shadi Maasri has 6 years in the financial industry, since October 2019, across 4 adviser firms.
What exams has Shadi Maasri passed?
Shadi Maasri has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2018. FINRA credited Shadi Maasri with the SIE, which began in October 2018.
Where did Shadi Maasri work before Secure Asset Management?
Before Secure Asset Management, Shadi Maasri was registered through Fidelity Personal and Workplace Advisors, May 2020 to August 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2018 to June 2019.
Where is Shadi Maasri based?
Shadi Maasri’s registered office is in Bloomfield Hills, MI.
Is Shadi Maasri registered with FINRA?
No. Shadi Maasri has no current broker registration.
How can I verify Shadi Maasri’s record?
Search CRD 6915746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shadi Maasri’s full registration record.