Isaac Marcus Lucier

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 02/2018
  Foresters Financial Services
  Glen Allen, VA
• 02/2018 → 06/2019
  Foresters Financial Services
  Glen Allen, VA
• 04/2019 → 09/2024
  Instacart
  Ashland, VA
• 06/2019 → Present
  Cetera Investment Services
  Saint Cloud, MN
• 07/2021 → Present
  Cetera Investment Advisers Llc
  Glen Allen, VA
• 09/2024 → Present
  Richmond Translator Llc, Dba Syncroz Language Solutions
  Ashland, VA

Other Businesses

1) LANGUAGE SERVICES FOR RICHMOND TRANSLATOR LLC, DBA SYNCROZ LANGUAGE SOLUTIONS; 10 HRS/WK 2) PUBLIC NOTARY 3) RAGNAROK CARDS, BUYING & SELLING TRADING CARDS, 5-10/HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2015-11-12

Other Names

• Isaac George Fletcher