Investment adviser representative · Secure Asset Management, L.L.c.
Richard A. Yemm
CRD 2224927 · Vero Beach, FL
At a glance
Richard A. Yemm is an investment adviser representative with Secure Asset Management, L.L.c. in Vero Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2001, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Secure Asset Management, L.L.c.Since September 2024Vero Beach, FL · $871M in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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Every advisor at Secure Asset Management, L.L.c. →Secure Asset Management, L.L.c.: assets, clients and custodians →Financial advisors in Vero Beach, FL →Advisor Moves: who changed firms this week →