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William Anthony Thomas

SECURE ASSET MANAGEMENT, L.L.C.·TROY, Michigan
SIE, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TOCFPClean record15 years registeredSECURE ASSET MANAGEMENT, L.L.C.
2565 WEST MAPLE RD, TROY, MI 48084CRD# 5091838Firm CRD# 144046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Anthony Thomas · TROY, MI
Registration
CRD #5091838 · SECURE ASSET MANAGEMENT, L.L.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

SECURE ASSET MANAGEMENT, L.L.C.
Mar 2011 – present
FRESHWATER ASSET MANAGEMENT, LLC
Jul 2018 – Jul 2019
UTICA, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 63
Series 65
Series 99TO
Registration record
First registered · March 25, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SECURE ASSET MANAGEMENT, L.L.C.
CRD 144046 · SEC 801-113954
AUM
$600M
Regulatory assets under management
Employees
48
3,698 client accounts
Services offered by SECURE ASSET MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SECURE ASSET MANAGEMENT, L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does William Anthony Thomas offer?
William Anthony Thomas specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are William Anthony Thomas's credentials?
William Anthony Thomas holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Anthony Thomas located?
William Anthony Thomas is based in TROY, Michigan, working with SECURE ASSET MANAGEMENT, L.L.C.. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does William Anthony Thomas charge for services?
William Anthony Thomas's firm is compensated through percentage of aum, subscription fees, other: solicitor for 3rd party money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURE ASSET MANAGEMENT, L.L.C.?
SECURE ASSET MANAGEMENT, L.L.C. has approximately 48 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Randall Eli Joseph
TROY, MI

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