Adviser and broker representative · Osaic Wealth, Inc.
Peter G. Lucier
CRD 4000983 · Weldon Spring, MO
At a glance
Peter G. Lucier is an investment adviser representative with Osaic Wealth, Inc. in Weldon Spring, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peter’s SEC record dates to 2000, about 26 years ago. Peter is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since July 2025Weldon Spring, MO · $235B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Peter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Heath P. AbernathyGrapevine · Certified Financial Planner
- Richard J. AbernathyTroy
Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Weldon Spring, MO →Advisor Moves: who changed firms this week →