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Ryan Reynolds

Investment adviser representative at Secure Asset Management, L.L.C.
11 yearsExperience
1 stateRegistered in
$870.6MFirm assets
8 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Secure Asset Management, L.L.C.May 2024 to now
  2. Aurora Securities IncMay 2024 to now
  3. Western International Securities, Inc.Feb 2021 to May 2024
  4. Edward JonesJul 2018 to Feb 2021
  5. First Citizens BankJun 2015 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (CO).

Secure Asset Management, L.L.C.

$870.6MAssets managed
2,877Clients
55Advisers
8 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
6960915
Firm CRD
144046
Advisor's SEC record (opens in a new tab)
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