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Reid Nmn Abedeen

Investment adviser representative at Safeguard Investment Advisory Group, LLC
21 yearsExperience
2 statesRegistered in
$702.3MFirm assets
9 yearsFirm in business

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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

21 years in the industry.

  1. Safeguard Investment Advisory Group, LLCMar 2008 to now
  2. Woodland Financial Services, Inc.Jul 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Safeguard Investment Advisory Group, LLC

$702.3MAssets managed
1,804Clients
8Advisers
9 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
5480138
Firm CRD
146132
Advisor's SEC record (opens in a new tab)
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