Matthew T. Lloyd
Professional summary
Matthew Turner Lloyd, who also goes by Matthew Lloyd, Matt Lloyd, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Turner Lloyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2021 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119August 20, 2018 - November 13, 2020
LINCOLN FINANCIAL DISTRIBUTORS, INC.
August 14, 2017 - August 3, 2018
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/14/2022)
(2/1/2021)
(2/1/2021)
(1/14/2022)
(1/14/2022)
(2/1/2021)
(2/1/2021)
Exams
FINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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