Travon Lucius
Professional Summary
Travon Lucius is a registered financial advisor currently at SPIDERROCK ADVISORS, LLC located in Chicago, Illinois and BLACKROCK INVESTMENTS, LLC located in Chicago, Illinois. Travon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Travon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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WILLIAM BLAIR
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Current Firm
SPIDERROCK ADVISORS, LLC
Contact Information
Main Address
227 West Monroe Suite 4300, Chicago, IL 60606Phone Number
(312) 847-0300# of Employees
61SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,480AUM (Assets Under Management)
$9,834,015,630Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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WILLIAM BLAIR
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Primary Firm SEC Registration
SPIDERROCK ADVISORS, LLC
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Travon Lucius's CRS (Customer Relationship Summary).
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