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Secured Principal Advisors LLC

● SEC registered since 2026CRD 339795SEC# 801-135742Santa Monica, CA
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
Santa Monica, CA

Secured Principal Advisors LLC assets under management

Secured Principal Advisors LLC is a registered investment adviser overseen by the SEC based in Santa Monica, CA. The firm has been registered since 2026. It employs 3 people.
View on SEC.gov ↗

Secured Principal Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Nicholas Braun Scalzo ControlManaging Member & Chief Executive OfficerOver 75%2025
Richard Reid Lavin ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How many employees does Secured Principal Advisors LLC have?

Secured Principal Advisors LLC reports 3 employees.

Where is Secured Principal Advisors LLC located?

Secured Principal Advisors LLC is based in Santa Monica, CA and has been SEC-registered since 2026.

Does Secured Principal Advisors LLC disclose fund performance?

Secured Principal Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2800 Neilson Way, St 1214, Santa Monica, CA 90405
Phone617 817-5344
Office hours7a.m.-4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo