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GL

Geoffrey C. Loynd

LOYND CAPITAL MANAGEMENT
MARBLEHEAD, MA 01945
Some features on this profile are disabled
CRD#: 2112123
GL

Professional summary

Geoffrey Crawford Loynd, CFA is a registered financial advisor currently at LOYND CAPITAL MANAGEMENT located in Marblehead, Massachusetts.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Geoffrey has worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Crawford Loynd's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

April 5, 2005 - Present

LOYND CAPITAL MANAGEMENT

Office #1: 237 Washington St., Marblehead, MA 01945
RIA
CRD#: 131709
MARBLEHEAD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/5/2005)

Exams

State Security Law Exam
RR
Series 63
Date: 12/18/1990
Uniform Securities Agent State Law Examination

Current Firm

LC
LOYND CAPITAL MANAGEMENT
GEOFFREY C. LOYND | LOYND CAPITAL MANAGEMENT

CRD#: 131709 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/16/1994 Approved)
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Contact information

Main Address
171 Pleasant St., Marblehead, MA 01945
Mailing Address
Phone number
(781) 639-1400
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
AUM (Assets Under Management)$ 24,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOYND CAPITAL MANAGEMENT

CRD#: 131709Marblehead, MA 01945

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