Chelsea V. Luzier
Professional summary
Chelsea Viola Luzier, who also goes by Chelsea VIola Luzier Luzier, Chelsea Luzier, Chelsea Viola Luzler, is a registered financial advisor currently at THE CLARIUS GROUP, LLC located in Seattle, Washington.
Chelsea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Chelsea has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chelsea Viola Luzier's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2019 - Present
THE CLARIUS GROUP, LLC
Office #1: 999 Third Avenue, Suite 3050, Seattle, WA 98104July 2, 2007 - July 2, 2019
D.A. DAVIDSON & CO.
March 9, 2006 - July 2, 2019
D.A. DAVIDSON & CO.
August 17, 2004 - February 17, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
THE CLARIUS GROUP, LLC
CRD#: 173347 / SEC#: 801-80681
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2019)
Exams
Current Firm
THE CLARIUS GROUP, LLC
CRD#: 173347 / SEC#: 801-80681
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,511 |
| AUM (Assets Under Management) | $ 4,680,010,497 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/09/2025 | ||
| 07/25/2023 | ||
| 01/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
