C.R. Lloyd Investment Services, LLC

Overview

C.R. Lloyd Investment Services, LLC is organized as a limited liability company and is recorded in FINTRX as having completed SEC registration in 2025. Ownership is identified as a combination of a domestic entity and an individual. The platform classifies the firm as unclassified and indicates it does not act as a capital allocator, does not position itself as an ESG-focused investor, and is not designated as a multi-state adviser. FINTRX also shows the firm does not list pension consulting services or related-adviser affiliations.

Assets & Accounts

Location & Offices