Zachary Kocurek has been an investment adviser representative at Secure Asset Management since December 2023, 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 · 2 yearsKirkland, WA · Adviser representative · Firm CRD 144046
Investment adviser representative registrations
Zachary Kocurek is registered as an investment adviser representative in Washington, since December 2023.
- WashingtonSince 4 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 26 November 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 November 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 August 2023 |
| Series 22TO | Direct Participation Programs Representative Examination | 4 August 2023 |
| SIE | Securities Industry Essentials Examination | 6 February 2023 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7559014
- Firm
- Secure Asset Management · CRD 144046
- Office
- 10510 Northup Way, Suite 150, Kirkland, WA 98033
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Kocurek work?
Zachary Kocurek is an investment adviser representative registered through Secure Asset Management, L.L.C. since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Kocurek a financial advisor?
Yes. Zachary Kocurek has a current investment-adviser registration in Washington, through Secure Asset Management since December 2023.
How many years of experience does Zachary Kocurek have?
Zachary Kocurek has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Zachary Kocurek passed?
Zachary Kocurek has passed 5 licensing exams: the SIE, Series 22TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in February 2023.
Where is Zachary Kocurek based?
Zachary Kocurek’s registered office is in Kirkland, WA.
Is Zachary Kocurek registered with FINRA?
Yes. Zachary Kocurek has a current broker registration, under CRD 7559014.
Source: FINRA BrokerCheck
How can I verify Zachary Kocurek’s record?
Search CRD 7559014 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Kocurek’s full registration record.