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Chelsea Viola Luzier

THE Clarius Group, LLC

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About Chelsea Viola Luzier

Chelsea Luzier is an investment advisor representative with The Clarius Group, LLC in Seattle, Washington. Chelsea has been in the securities industry since August 2004. Chelsea is registered with the state of Washington and has a Series 63, 65, 7, 10 and 9 license. Previously, Chelsea was employed by D.A. Davidson & Co. in Lewiston, Idaho. Chelsea also has a Series 4 license and has taken the SIE Exam.

Firm Information

Chelsea Luzier is currently registered with THE Clarius Group, LLC. THE Clarius Group, LLC is a Seattle, WA-based investment advisor with approximately $3.99 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They serve high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
THE Clarius Group, LLC

999 THIRD AVENUE, SUITE 3050

SEATTLE, WA 98104

$3.99B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chelsea Luzier’s Registration & Firm History

WA

08/06/2019 - Present

THE Clarius Group, LLC (SEATTLE WA)

WA

03/09/2006 - 07/02/2019

D.A. DAVIDSON & CO. (SEATTLE WA)

ID

08/17/2004 - 02/17/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MOSCOW ID)

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Licenses & Designations

IA

Issued 06/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2018

Series 4 - Registered Options Principal Examination

BC

Issued 05/29/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/01/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chelsea Viola Luzier.
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