Aimee Margaret Lloyd
Investment adviser representative at Winthrop Wealth
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Winthrop WealthNov 2022 to now
- Winthrop Advisory Group LLCNov 2022 to now
- Keel Financial PartnersAug 2022 to now
- LPL Financial LLCAug 2005 to now
- Private Advisor Group, LLCDec 2013 to Dec 2022
- MyiconSep 2012 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4520285
- Firm CRD
- 288178