Lucey Investment Management, LLC

Lucey Investment Management, LLC (CRD# 137718) is a financial advisory firm headquartered in , . They manage $49,556,641 in 166 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $298,534
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NJ, NY

Financial Advisors at Lucey Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Lucey, financial advisor Glastonbury CT
Kevin C. Lucey
CRD#: 5048981
Glastonbury, CT

Kevin Lucey (CRD# 5048981) is an Investment Advisor Representative working at Lucey Investment Management, LLC in Glastonbury, CT and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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