David D'ereditaCRD Number: 6238859
Current Firm: Secure Investment Management, LLC
David D'eredita (CRD# 6238859) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Heartland Consultants, Inc.
|Secure Investment Management||Tucson, AZ||Sep 2013 - Current||4|
|J.d. Mellberg Financial||Tucson, AZ||May 2010 - Current||7|
|Unemployed||Tucson, AZ||Dec 2009 - May 2010||< 1|
|University Of Nebraska||Lincoln, NE||Aug 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management111MILLIONS
Total Number of Accounts1,805ACCOUNTS
Average Account Value$61,429
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV