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Luciano Graff

Secure Investment Management, LLC

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About Luciano Graff

Luciano Graff is an investment advisor representative with Secure Investment Management, LLC. Luciano has been in the securities industry since 2024 and is registered with the state of California. Luciano is a Series 66 and Series 63 licensed and has also passed the Series 7TO and SIE exams. Luciano specializes in financial planning and portfolio management for individuals. Secure Investment Management is an investment advisory firm based in Tucson, Arizona with a total of 614 clients and $32,406,000 in regulatory assets under management.

Firm Information

Luciano Graff is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luciano Graff’s Registration & Firm History

CA

12/16/2024 - Present

Secure Investment Management, LLC (Torrance CA)

CA

03/28/2024 - 05/21/2024

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BOTH

Issued 08/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Luciano Graff.
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