Zachary Honess has been an investment adviser representative at Secure Asset Management since November 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.
Zachary Honess’ longest registration was 3 years at Cadaret Grant & Co Inc (2021–2024). Before joining Secure Asset Management in 2024, Zachary Honess was registered through Hancock Capital Management, Inc. and Cadaret Grant & Co Inc.
- – present · 1 yearEdnboro, PA · Adviser representative · Firm CRD 144046
- Hancock Capital Management, Inc.– · 3 yearsEdinboro, PA · Adviser representative · Firm CRD 122520
- Cadaret Grant & Co Inc– · 3 yearsEdinboro, PA · Adviser representative · Firm CRD 10641
Investment adviser representative registrations
Zachary Honess is registered as an investment adviser representative in Pennsylvania, since November 2024.
- PennsylvaniaSince 1 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 1 November 2024 |
| Series 66 | Uniform Combined State Law Examination | 4 November 2020 |
| Series 7TO | General Securities Representative Examination | 24 June 2020 |
| SIE | Securities Industry Essentials Examination | 20 December 2019 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6889244
- Firm
- Secure Asset Management · CRD 144046
- Office
- 148 Meadville Street, Ednboro, PA 16412
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Honess work?
Zachary Honess is an investment adviser representative registered through Secure Asset Management, L.L.C. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Honess a financial advisor?
Yes. Zachary Honess has a current investment-adviser registration in Pennsylvania, through Secure Asset Management since November 2024.
How many years of experience does Zachary Honess have?
Zachary Honess has 6 years in the financial industry, since June 2020, across 3 adviser firms.
What exams has Zachary Honess passed?
Zachary Honess has passed 4 licensing exams: the SIE, Series 7TO, Series 66 and Series 6TO. The earliest, the SIE, was passed in December 2019.
Where did Zachary Honess work before Secure Asset Management?
Before Secure Asset Management, Zachary Honess was registered through Hancock Capital Management, Inc., September 2021 to November 2024; Cadaret Grant & Co Inc, January 2021 to November 2024.
Where is Zachary Honess based?
Zachary Honess’ registered office is in Ednboro, PA.
Is Zachary Honess registered with FINRA?
Yes. Zachary Honess has a current broker registration, under CRD 6889244.
Source: FINRA BrokerCheck
How can I verify Zachary Honess’ record?
Search CRD 6889244 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Honess’ full registration record.