Scott William Blaney
Investment adviser representative at Secure Investment Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$42.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Secure Investment Management, LLCJan 2026 to now
- Secure Income Management LLCDec 2025 to now
- Momenta BenefitsFeb 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America AdvisorsJan 2023 to Jun 2024
- Securities America, Inc.Nov 2022 to Jun 2024
- Nicholas Pension ConsultantsFeb 2017 to May 2023
- American Funds Distributors, Inc.Aug 2013 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Secure Investment Management, LLC
$42.9MAssets managed
942Clients
22Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4112904
- Firm CRD
- 141195