Aimee M. Lloyd

WINTHROP WEALTH

BELLEVUE, WA 98004

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CRD#: 4520285

Professional summary

Aimee Margaret Lloyd, CFP®, who also goes by Aimee Huff, M Aimee Huff, Margaret Aimee Huff, Aimee Keuler, M Aimee Keuler, Margaret Aimee Keuler, Aimée Margaret Lloyd, Aimée Lloyd, Margaret Aimee Lloyd, is a registered financial advisor currently at WINTHROP WEALTH located in Bellevue, Washington.

Aimee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Aimee has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

HRM Lloyd Beachwood LLC - Investment-Related - Family Real Estate Holding Company - Member - 10/03/2013: HRM Lloyd Beachwood LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - <1 Hr./mo. - <1 hr./day A-Team Financial Partners, Inc., At Reported Business Location(s) - Investment Related - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 08/03/2022 - 5 Hr./mo. - 2 hr./day Non-Variable Insurance - At Reported Business Location(s) - Investment-Related - Start Date 08/01/2022 - 2 hr./mo. - 2 hr./day

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Margaret Lloyd's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 15, 2022 - Present

WINTHROP WEALTH

Office #1: 10900 Ne 4th St Suite 2300, Bellevue, WA 98004

RIA

CRD#: 288178

BELLEVUE, WA

Past

May 5, 2022 - December 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

BELLEVUE, WA

Past

December 19, 2013 - December 2, 2022

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Bellevue, WA

Past

September 17, 2012 - October 13, 2022

MYICON

RIA

CRD#: 136554

KIRKLAND, WA

Past

August 14, 2006 - October 26, 2012

BOONE WEALTH ADVISORS, LLC

RIA

CRD#: 116682

BELLEVUE, WA

Past

August 24, 2005 - May 3, 2022

LPL FINANCIAL LLC

CRD#: 6413

KIRKLAND, WA

Past

August 11, 2005 - November 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

KIRKLAND, WA

Past

April 3, 2002 - January 31, 2005

BURRIDGE GROUP LLC

RIA

CRD#: 106416

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WINTHROP WEALTH

CRD#: 288178 / SEC#: 801-110461

RIA

Registered Investment Advisory firm - (4/28/2017 Approved)

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

Washington
(11/15/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2013

General Securities Principal Examination

Current Firm

WINTHROP WEALTH

CRD#: 288178 / SEC#: 801-110461

RIA

Registered Investment Advisory firm - (4/28/2017 Approved)

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Contact information

Main Address

321 Columbus Ave 3rd Fl, Boston, MA 02116-5168

Mailing Address

Phone number

(617) 530-1010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/21/2025)

WRAP FEE BROCHURE FOR WINTHROP ADVISORY GROUP, LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,872
AUM (Assets Under Management)	$ 2,600,886,145

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.

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Advisor Monitoring

Firm Stability Insights

Aimee M. Lloyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aimee Margaret Lloyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

MYICON

BOONE WEALTH ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BURRIDGE GROUP LLC

Primary Firm SEC Registration

WINTHROP WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2005

Series 24

Date: 3/19/2013

Current Firm

WINTHROP WEALTH

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WINTHROP WEALTH

TRUST BUT VERIFY

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