Allie Lucas-Rivera is a CFA, CFP-designated registered investment advisor at Onedigital, based in New York, NY, with 12 years of industry experience. Allie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
60 East 42nd Street, Suite 5310, New York, NY, 10165
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allie works as a senior consultant and director of investment consulting for Strategic Retirement Group, focusing on retirement consulting and investment advisory, dedicating full-time hours. Allie also works full-time as a senior consultant and director of investment consulting for OneDigital, focusing on insurance, retirement consulting, and advisory.
Employment History
Current Registrations
Onedigital
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
LPL Financial LLCBroker
Independent Financial Partners
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Elaine Hager, CFA, CFPOnedigital
- Marisa Ricottone, CFAOnedigital
- Hailey Moseman, CFAOnedigital
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.