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 is listed by FINTRX as having registered with the SEC in 2025. Ownership is a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the FINTRX snapshot. FINTRX indicates C.R. Lloyd does not operate as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not reported as a related adviser.
Assets & Accounts
Investments & Alternatives
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
Mark Quasney
President of DevelopmentCRD 7759812
Brian Grady
ControllerCRD 7766607
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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