Frederick Feliciano

Secure Asset Management, L.L.C.

31 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Secure Asset Management, L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

51 advisors

Number of Clients

4,714 clients

Average Client Portfolio

$189K average

Assets Under Management

$890.0M

Fee Structure

Minimum Investment:None

Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2002

Closed-No Action

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Other Business Activities

Frederick is a California Notary Public, performing notary services for estate planning. This activity is not investment-related.

Employment History

Current Registrations

Secure Asset Management, L.L.C.

March 2025 - Present · 11 mos

Previous Registrations

Western International Securities

August 2017 - March 2025 · 7 yrs 7 mos

Western International Securities, INC.Broker

August 2017 - March 2025 · 7 yrs 7 mos

Financial West Group

July 1997 - August 2017 · 20 yrs 1 mo

Financial West GroupBroker

March 1995 - August 2017 · 22 yrs 5 mos

Securities America, INC.Broker

May 1994 - November 1994 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.