Lucy E. Valandra
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lucy Elizabeth Valandra, who also goes by Lucy Elizabeth Drinkwater, Lucy Drinkwater, Lucy Drinkwater Valandra, was a registered financial professional .
Lucy is a previously registered financial professional and started their career in finance in 2023. Lucy had worked at 3 firms .
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 15, 2025 - June 16, 2026
COPPER BEECH WEALTH MANAGEMENT
February 12, 2024 - February 24, 2025
STEPHENS CONSULTING, LLC
September 22, 2023 - January 26, 2024
MERIDIAN FINANCIAL PARTNERS LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
COPPER BEECH WEALTH MANAGEMENT
CRD#: 321059 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 181 |
| AUM (Assets Under Management) | $ 65,273,626 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
