Mohsen Reyes
Investment adviser representative at Secure Investment Management, LLC
11 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
11 years in the industry.
- Secure Investment Management, LLCJul 2026 to now
- Secure Income Management LLCMay 2026 to now
- Ail Insurance CompanyDec 2025 to Apr 2026
- Fidelity InvestmentsMay 2025 to Nov 2025
- Fidelity BrokerageSep 2023 to Apr 2025
- Fidelity InvestmentsJun 2022 to Aug 2023
- KidztoprosMar 2019 to Jun 2019
- University of California Santa CruzSep 2018 to Dec 2021
- LyftAug 2017 to Aug 2018
- Uber TechnologiesJul 2017 to Jun 2022
- PostmatesNov 2016 to May 2017
- Amazon FlexOct 2016 to Feb 2017
- Proactive SolutionsApr 2016 to Jan 2021
- Deanza CollegeSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7588006
- Firm CRD
- 141195