Lindsey C. Lloyd
Professional summary
Lindsey Cohen Lloyd, who also goes by Lindsey J Cohen, Lindsey Jeanblanc Cohen, is a registered financial advisor currently at CREST WEALTH ADVISORS LLC located in Annapolis, Maryland.
Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lindsey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Cohen Lloyd's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 16, 2025 - Present
CREST WEALTH ADVISORS LLC
Office #1: 111 Forbes St. Ste 100, Annapolis, MD 21401September 6, 2024 - September 10, 2025
CETERA ADVISORS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2025)
Exams
Series 7TO
Date: 9/6/2024
General Securities Representative ExaminationCurrent Firm
CREST WEALTH ADVISORS LLC
CRD#: 311760 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 215 |
| AUM (Assets Under Management) | $ 63,460,119 |
Red Flags
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Company Information
CREST WEALTH ADVISORS LLC
CRD#: 311760Annapolis, MD 21401TRUST BUT VERIFY
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