Bruce Roy Moore
Investment adviser representative at Secure Investment Management, LLC
11 yearsExperience
4 statesRegistered 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
11 years in the industry.
- Secure Investment Management, LLCApr 2026 to now
- Secure Income Management LLCJan 2023 to now
- Encompass More Asset Management LLCDec 2025 to Apr 2026
- Catalina Wealth ManagementMay 2018 to Dec 2021
- Centaurus Financial Inc.May 2018 to Dec 2021
- Gradient Financial GroupJan 2016 to May 2018
- Premier Advisor ResourcesJan 2015 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (CA, NM, NY, TX).
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
- 6962841
- Firm CRD
- 141195