Investment adviser representative · Crest Wealth Advisors LLC
Lindsey C. Lloyd
CRD 7445018 · Annapolis, MD
At a glance
Lindsey C. Lloyd is an investment adviser representative with Crest Wealth Advisors LLC in Annapolis, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lindsey’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Crest Wealth Advisors LLCSince October 2025Annapolis, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lindsey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.