Stephanie Lucey
Stephanie Lucey is a registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 6 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5700 Oakland Ave, Ste 400, St Louis, MO, 63110
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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.
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Stephanie is a Notary Public, notarizing documents since January 2025. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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