Sundy Gu Clark
Investment adviser representative at Secure Investment Management, LLC
13 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
13 years in the industry.
- Secure Investment Management, LLCSep 2026 to now
- Affinex Financial LLCSep 2026 to now
- HellmannJul 2024 to Oct 2025
- Affluent Wealth GroupMar 2024 to Feb 2026
- Kuehne & NagelJul 2019 to Mar 2024
- Transamerica Financial AdvisorsJul 2018 to Sep 2026
- WfgiaDec 2017 to Sep 2026
- DamcoNov 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
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
- 7033491
- Firm CRD
- 141195