MW
Matthew William Lloyd
CRD 2460808
Firms
| Firm | Role | As of |
|---|---|---|
| Advisors Asset Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Advisors Asset Management, Inc.
Chief Investment Strategist/Exec. Vp · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗