C.R. Lloyd Investment Services, LLC
Firm details
- Headquarters
- Sioux Falls, South Dakota
- CRD number
- 325212
- Registered since
- March 24, 2025
Firm profile
FINTRXOverview
C.R. Lloyd Investment Services, LLC is organized as a limited liability company and appears in FINTRX with an SEC registration year of 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm’s classification is recorded as unclassified. FINTRX flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. There is no detail in the provided data about client segments served, fee schedules, specific advisory activities, or investment approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6Laura Crosby-brown
FinOpCRD 1545513
Nicole Bell
Director of Asset ManagementCRD 7759845
Peter Kropp
Financial AssociateCRD 7759691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sioux Falls, SD
Minnehaha
Location
Sioux Falls, SD
Headquartered in Sioux Falls, SD, in the Midwest of the United States.
- Region
- Midwest
- County
- Minnehaha
- Address
- 150 E 4th Pl
- Time zone
- CT (UTC-6)
- Office locations
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