Russell George Luce
Investment adviser representative at Chelsea Advisory Services, Inc
19 yearsExperience
2 statesRegistered in
$147.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Chelsea Advisory Services, IncJan 2025 to now
- Chelsea Financial ServicesDec 2024 to now
- Planning Legacies Fiancial GroupSep 2010 to now
- Silver Oak SecuritiesOct 2022 to Dec 2024
- Lifemark Securities Corp.Jan 2020 to Oct 2022
- Investment Planners, Inc.Nov 2018 to Jan 2020
- Ipi Wealth Management, Inc.Nov 2018 to Jan 2020
- Lifemark Securities Inc.Nov 2018 to Nov 2018
- Tailored EventsJan 2014 to Jan 2020
- ForestersFeb 2007 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Chelsea Advisory Services, Inc
$147.4MAssets managed
552Clients
31Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2486592
- Firm CRD
- 150791