Lucy Zuraw Thompson
Investment adviser representative at Zuraw Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$519.9MFirm assets
12 yearsFirm in business
Are you Lucy Zuraw Thompson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Delta Air LinesAug 2018 to now
- Zuraw Financial Advisors, LLCMar 2016 to now
- Delta AirlinesJun 2017 to Aug 2017
- Dartmouth Tuck School of BusinessAug 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
Zuraw Financial Advisors, LLC
$519.9MAssets managed
165Clients
2Advisers
12 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
- 6994676
- Firm CRD
- 173129