Advisor at Secure Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Asset Management, L.L.C.
Location
Tunkhannock, PA
Credentials
Series 63
Industry experience
39 years
$0+: Up to 2.0% annually (negotiable, max 2% total annual fee; e.g., 0.50% quarterly) $0+: 0.75% annually for accounts using third-party money manager trading signals (portion paid to third-party up to 0.50%)
Aurora Securities Inc
2026 - Present (1 year)
Lpl Financial LLC
2025 - 2026 (1 year)
Investment Planning Services
1992 - 2026 (34 years)
Cadaret, Grant & Co., Inc.
1991 - 2025 (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Clarks Summit, PA
Merrill
Joshua Bradley serves as a Resident Director at Merrill Lynch Wealth Management. Since 2001, he has been providing financial advisory services to individuals and businesses, focusing on areas such as corporate benefits, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. He works with clients to identify their priorities, develop tailored strategies, and manage investment capital to meet their financial goals. Bradley holds a Bachelor's Degree in Finance and Marketing from Wilkes University and maintains the professional designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is recognized as a member of the DiMattio Bradley team, which was named to the 2026 Forbes "Best-in-State Wealth Management Teams" list. In addition to his professional commitments, he contributes to the community through local baseball coaching. Joshua Bradley resides in Scranton, Pennsylvania, with his wife and their two children.
Series 63, Series 65
Clark's Summit, PA
1st Financial Investment, Inc.
CFP®
Harveys Lake, PA
George J. Appel
Series 63
South Abington Township, PA
1st Financial Investment, Inc.
Series 63, Series 66
Clark's Summit, PA
1st Financial Investment, Inc.
Series 66
Clarks Green, PA
Stone Securities Inc.
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