Lucey Investment Management, LLC

Lucey Investment Management, LLC (CRD# 137718) is a financial advisory firm headquartered in , . They manage $33,187,436 in 196 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $169,324
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 C. Lucey
CRD#: 5048981
Glastonbury, CT
93
Wealthminder
score

Kevin Lucey (CRD# 5048981) is an Investment Advisor Representative working at Lucey Investment Management, LLC in Glastonbury, CT and has over 11 years of experience in the finance industry.

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