Chelsea Luzier, financial advisor Seattle WA

Chelsea Luzier

CRD Number: 4730141
Current Firm: The Clarius Group, LLC

Chelsea Luzier (CRD# 4730141) is an Investment Advisor Representative working at The Clarius Group, LLC in Seattle, WA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
The Clarius Group Seattle, WA Jul 2019 - Current 4
D.a. Davidson & Company Seattle, WA Jun 2017 - Jun 2019 2
D.a. Davidson & Company Lewiston, ID Sep 2016 - Jun 2017 < 1
D.a. Davidson & Company Lewiston, ID Mar 2015 - Sep 2016 1
D.a. Davidson & Company Lewiston, ID Jul 2006 - Mar 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Chelsea V. Luzier
Phone Number: 206-462-7400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,721
    MILLIONS
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $3,844,049
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, ID, TX, WA

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