MR
Mohsen Reyes
SECURE INVESTMENT MANAGEMENT
Irvine, CA
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CRD#: 7588006
MR
Mohsen ReyesSECURE INVESTMENT MANAGEMENT
Professional summary
Mohsen Reyes, who also goes by Mohsen Boroujerdi Reyes, Mohsen Reyes, is a registered financial advisor currently at SECURE INVESTMENT MANAGEMENT, LLC located in Irvine, California.
Mohsen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mohsen has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Mohsen Boroujerdi Reyes | Mohsen Reyes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mohsen Reyes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 21, 2026 - Present
SECURE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141195
Irvine, CA
Past
March 31, 2025 - October 23, 2025
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN RAFAEL, CA
Past
November 27, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PETALUMA, CA
Past
October 21, 2022 - October 23, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SECURE INVESTMENT MANAGEMENT, LLC
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL
CRD#: 141195 / SEC#: 801-80752
RIA
Registered Investment Advisory firm - (1/8/2015 Approved)Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)California
Registered Investment Advisory firm - (2/7/2015 Terminated)Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SI
SECURE INVESTMENT MANAGEMENT, LLC
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL
CRD#: 141195 / SEC#: 801-80752
RIA
Registered Investment Advisory firm - (1/8/2015 Approved)Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)California
Registered Investment Advisory firm - (2/7/2015 Terminated)Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)Loading...
Contact information
Main Address
3067 W. Ina Road #125, Tucson, AZ 85741
Mailing Address
Phone number
(520) 333-4719
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 825 |
| AUM (Assets Under Management) | $ 38,291,887 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
