Unclaimed Profile

Alfred Arthur Lucier

BALANZ ADVISORS LLC·CORAL GABLES, Florida

SIE, Series 3, Series 4, Series 7, Series 7TO, Series 24, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean recordBALANZ ADVISORS LLC

2811 PONCE DE LEON BLVD., CORAL GABLES, FL 33134CRD# 2872941Firm CRD# 322263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alfred Arthur Lucier · CORAL GABLES, FL

Registration

CRD #2872941 · BALANZ ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 7TO

Series 24

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANZ ADVISORS LLC

CRD 322263 · SEC 801-126818

AUM

$266M

Regulatory assets under management

Employees

62 client accounts

Services offered by BALANZ ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BALANZ ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Alfred Arthur Lucier offer?

Alfred Arthur Lucier specializes in Investment Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Alfred Arthur Lucier's credentials?

Alfred Arthur Lucier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfred Arthur Lucier located?

Alfred Arthur Lucier is based in CORAL GABLES, Florida, working with BALANZ ADVISORS LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Alfred Arthur Lucier charge for services?

Alfred Arthur Lucier's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALANZ ADVISORS LLC?

BALANZ ADVISORS LLC has approximately 9 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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