Lizanina A Lucero
Investment adviser representative at Seven Post Investment Office LP
19 yearsExperience
1 stateRegistered in
$9.6BFirm assets
15 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Seven Post Investment Office LPJan 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Jan 2019
- Bank of America, N.A.Sep 2007 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seven Post Investment Office LP
$9.6BAssets managed
53Clients
14Advisers
15 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
- 5545052
- Firm CRD
- 157435