DFX Intelligence
Advisors
Advisors registered through Secure Asset Management, L.L.C.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Matthew Robert Westberry | Secure Asset Management, L.L.C. independent RIA | Troy, Mi | Jul 15, 2025 | 21 y | 3 | 1 |
| Chad Michael Wotton Certified Financial Planner | Secure Asset Management, L.L.C. independent RIA | Bloomfield Hills, Mi | May 23, 2025 | 11 y | 1 | 1 |
| Bangjie Yang dual registrant | Secure Asset Management, L.L.C. independent RIA | Mercier Island, Wa | Mar 31, 2025 | 12 y | 0 | 1 |
| R•••••• A• Y••• Certified Financial Planner | S••••• A•••• M••••••••• L••••• independent RIA | Troy, Mi | Sep 24, 2024 | 34 y | 5 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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54 advisors match.