C.R. Lloyd Investment Services, LLC

Overview

C.R. Lloyd Investment Services, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a registration year recorded as 2025. The firm's ownership is described as a combination of a domestic entity and an individual. The available records do not assign the firm to a standard adviser classification; it is labeled "unclassified" in the dataset. The firm does not appear to act as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, is not marked as newly formed, and is not recorded as serving in a pension consulting capacity or as a related adviser. Key operational details typically used to profile an adviser — including client segments, fee schedules, stated business lines, and specific advisory services — were not disclosed in the source data.

Location & Offices