ML
Meredith W. Loyd
INVESCO ADVISERS
Highlands Ranch, CO
Some features on this profile are disabled
CRD#: 5776811
ML
Professional summary
Meredith Wyatt Loyd, who also goes by Matt Loyd, Meredith W Loyd, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in Highlands Ranch, Colorado and INVESCO DISTRIBUTORS, INC. located in North Chesterfield, Virginia.
Meredith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Meredith has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Loyd | Meredith W Loyd
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.
Business (Organization) Name:Jimmy John's
Address:994 W Dillon Rd #200
Louisville, CO 80028
Type of Business:Compensated (for profit)
Position (or title):Volunteer (non-comp)
Describe your duties (role and functions):Manage store while family member is out, temporary
Start Date:9.15.18
Hours a month:16
Investment Related:No
CRS (Client Relationship Summary) - RIA
Click below to view Meredith Wyatt Loyd'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®
NoneExperience
Current
June 8, 2023 - Present
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
Highlands Ranch, CO
Current
June 7, 2023 - Present
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
North Chesterfield, VA
Past
June 25, 2019 - June 6, 2023
VICTORY CAPITAL MANAGEMENT INC.
RIA
CRD#: 106189
Greenwood Village, CO
Past
June 25, 2019 - June 6, 2023
VICTORY CAPITAL SERVICES, INC.
BD
CRD#: 37059
Greenwood Village, CO
Past
September 7, 2017 - June 3, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
CENTENNIAL, CO
Past
September 18, 2015 - September 5, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ALPHARETTA, GA
Past
September 17, 2015 - September 5, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ALPHARETTA, GA
Past
August 30, 2011 - August 31, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
June 23, 2011 - August 31, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
Past
June 9, 2010 - May 20, 2011
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BD
CRD#: 114212
EDGEWOOD, NY
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".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/7/2023)
RR
Alaska(6/7/2023)
RR
Arizona(6/7/2023)
RR
Arkansas(6/7/2023)
RR
California(6/7/2023)
RR
Colorado(6/7/2023)
RR
Connecticut(6/7/2023)
RR
Delaware(6/7/2023)
RR
District of Columbia(6/7/2023)
RR
Florida(6/7/2023)
RR
Georgia(6/7/2023)
RR
Hawaii(6/7/2023)
RR
Idaho(6/7/2023)
RR
Illinois(6/7/2023)
RR
Indiana(6/7/2023)
RR
Iowa(6/7/2023)
RR
Kansas(6/7/2023)
RR
Kentucky(6/7/2023)
RR
Louisiana(6/7/2023)
RR
Maine(6/7/2023)
RR
Maryland(6/7/2023)
RR
Massachusetts(6/7/2023)
RR
Michigan(6/7/2023)
RR
Minnesota(6/7/2023)
RR
Mississippi(6/7/2023)
RR
Missouri(6/7/2023)
RR
Montana(6/7/2023)
RR
Nebraska(6/7/2023)
RR
Nevada(6/7/2023)
RR
New Hampshire(6/7/2023)
RR
New Jersey(6/7/2023)
RR
New Mexico(6/7/2023)
RR
New York(6/7/2023)
RR
North Carolina(6/7/2023)
RR
North Dakota(6/7/2023)
RR
Ohio(6/8/2023)
RR
Oklahoma(6/7/2023)
RR
Oregon(6/7/2023)
RR
Pennsylvania(6/7/2023)
RR
Puerto Rico(6/7/2023)
RR
Rhode Island(6/7/2023)
RR
South Carolina(6/7/2023)
RR
South Dakota(6/7/2023)
RR
Tennessee(6/7/2023)
RR
Texas(6/7/2023)
IAR
Texas(6/8/2023)
RR
Utah(6/7/2023)
RR
Vermont(6/7/2023)
RR
Virgin Islands(6/7/2023)
RR
Virginia(6/7/2023)
RR
Washington(6/7/2023)
RR
West Virginia(6/7/2023)
RR
Wisconsin(6/7/2023)
RR
Wyoming(6/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 10/27/2023 |
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.
