Lucy Z. Thompson
Professional summary
Lucy Zuraw Thompson, who also goes by Lucy Merrill Zuraw, is a registered financial advisor currently at ZURAW FINANCIAL ADVISORS, LLC located in Atlanta, Georgia.
Lucy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Lucy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lucy Zuraw Thompson's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2018 - Present
ZURAW FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
ZURAW FINANCIAL ADVISORS, LLC
CRD#: 173129 / SEC#: 801-80364
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2018)
Current Firm
ZURAW FINANCIAL ADVISORS, LLC
CRD#: 173129 / SEC#: 801-80364
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 730 |
| AUM (Assets Under Management) | $ 444,127,224 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2025 | ||
| 12/11/2024 | ||
| 12/14/2023 | ||
| 02/22/2023 |
Red Flags
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