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Co-Manager, Treasurer, Secretary · Zuraw Financial Advisors, LLC

Lucy Z. Thompson

CRD 6994676 · Named on Form ADV at one SEC-registered adviser

At a glance

Zuraw Financial Advisors, LLC, an SEC-registered wealth manager based in Greensboro, NC with $520 million in regulatory assets, lists Lucy Z. Thompson on its Form ADV as Co-Manager, Treasurer, Secretary.

Firms and roles

AtlasMembers

Lucy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ann B. ZurawManaging Member, Chief Compliance Officer, Zuraw Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lucy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.