Josiah Sherk is a registered investment advisor, based in Troy, MI, with 4 years of industry experience.
Location
2565 West Maple Rd, Troy, MI, 48084
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Josiah is a registered representative with Aurora Securities and a portfolio manager with Secure Asset Management, both starting in July 2024. He dedicates minimal time to each business.
Employment History
Current Registrations
Aurora SecuritiesBroker
April 2025 - Present · 1 yr 1 mo
Secure Asset Management, L.L.C.
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Bofa Securities, INC.Broker
September 2021 - June 2024 · 2 yrs 9 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.