Michael Oconitrillo
Investment adviser representative at Secure Investment Management, LLC
14 yearsExperience
1 stateRegistered in
$42.9MFirm assets
11 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
14 years in the industry.
- Secure Investment Management, LLCJul 2026 to now
- Secure Income LLCJun 2026 to now
- UnemployedJan 2025 to Jun 2026
- Cetera Investment Advisers LLCJan 2024 to Jan 2025
- Cetera Advisor Networks LLCAug 2023 to Jan 2025
- Strategic Fortune Wealth ManagementSep 2022 to Jan 2025
- Minnesota Life Insurance CoSep 2022 to Aug 2023
- Securian Financial Services IncSep 2022 to Aug 2023
- Strategic Choices FinancialJul 2017 to Sep 2022
- Transamerica Financial Advisors, IncFeb 2013 to Jul 2017
- The Marketing ArmDec 2012 to Jul 2017
- World Financial Group, Inc.Jan 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- 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
- 5734498
- Firm CRD
- 141195