C.R. Lloyd Investment Services, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Sioux Falls, South Dakota
CRD number
325212
Registered since
March 24, 2025

Firm profile

FINTRX

Overview

C.R. Lloyd Investment Services, LLC is organized as a limited liability company and is registered with the SEC in 2025. Ownership is recorded as a domestic entity and/or individual. The firm is listed as unclassified in the snapshot data and is not identified as a capital allocator. It is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant. The profile does not include details on client segments, fee schedules, specific business lines, or advisory services.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Laura Crosby-brown

    FinOpCRD 1545513

  • Nicole Bell

    Nicole Bell

    Director of Asset ManagementCRD 7759845

  • Peter Kropp

    Peter Kropp

    Financial AssociateCRD 7759691

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth