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Craig Alexander Lucey

Lucey Wealth Advisors LLC

Sebastopol, CA

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Current Employers
Lucey Wealth Advisors Llc

Sebastopol, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

Branch Locations

Sebastopol, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Penske Santa Rosa CA 01/2020 12/2024
Student Santa Rosa CA 01/2014 01/2020
Lucey Wealth Advisors Llc Sebastopol CA 01/2025 Present
  • 01/2020 → 12/2024
    Penske
    Santa Rosa, CA
  • 01/2014 → 01/2020
    Student
    Santa Rosa, CA
  • 01/2025 → Present
    Lucey Wealth Advisors Llc
    Sebastopol, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-14
  • S65 Uniform Investment Adviser Law Examination
    2025-05-14

View on SEC IAPD

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