Lucy E. Valandra

COPPER BEECH WEALTH MANAGEMENT

Dexter, MI

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CRD#: 7689127

Professional summary

Lucy Elizabeth Valandra, who also goes by Lucy Elizabeth Drinkwater, Lucy Drinkwater, Lucy Drinkwater Valandra, is a registered financial advisor currently at COPPER BEECH WEALTH MANAGEMENT located in Dexter, Michigan.

Lucy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lucy has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lucy Elizabeth Drinkwater | Lucy Drinkwater | Lucy Drinkwater Valandra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucy Elizabeth Valandra's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 15, 2025 - Present

COPPER BEECH WEALTH MANAGEMENT

RIA

CRD#: 321059

Dexter, MI

Past

February 12, 2024 - February 24, 2025

STEPHENS CONSULTING, LLC

RIA

CRD#: 308970

DEXTER, MI

Past

September 22, 2023 - January 26, 2024

MERIDIAN FINANCIAL PARTNERS LLC

RIA

CRD#: 281969

WARRENTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(10/16/2025)

IAR

Michigan
(9/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

COPPER BEECH WEALTH MANAGEMENT

COPPER BEECH WEALTH MANAGEMENT | COPPER BEECH WEALTH MANAGEMENT, LLC

CRD#: 321059 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/23/2022 Approved)

Michigan

Registered Investment Advisory firm - (9/15/2025 Approved)

Rhode Island

Registered Investment Advisory firm - (1/5/2023 Approved)

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Contact information

Main Address

20 Cabot Blvd. Suite 300 Mansfield, Mansfield, MA 02048

Mailing Address

Phone number

(508) 290-0550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 65,273,626

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lucy E. Valandra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lucy Elizabeth Valandra's CRS (Customer Relationship Summary).

Certified licenses

Experience

COPPER BEECH WEALTH MANAGEMENT

STEPHENS CONSULTING, LLC

MERIDIAN FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

COPPER BEECH WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COPPER BEECH WEALTH MANAGEMENT

TRUST BUT VERIFY

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