C.R. Lloyd Investment Services, LLC

Overview

C.R. Lloyd Investment Services, LLC is organized as a limited liability company and appears on the SEC registration roster with a 2025 registration year. The firm is listed as an unclassified adviser and indicates ownership by a domestic entity and an individual. According to the firm’s profile flags, it does not identify as a capital allocator, is not active on ESG investing, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm has not provided descriptive material about its advisory activities, fee model, target clients, or investment focus in the source data.

Assets & Accounts

Location & Offices