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Seth Merlin Lloyd

Centerview Partners LLC

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About Seth Merlin Lloyd

Seth Merlin Lloyd is a financial professional with over 9 years of experience in the industry. Currently, Seth is registered with Centerview Partners LLC. Prior to joining Centerview Partners LLC, Seth was employed with J.P. MORGAN SECURITIES LLC. Seth has passed multiple industry exams including the Series 7TO, Series 79 and Series 24. Seth is registered with the state of New York.

Firm Information

Seth Lloyd is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Seth Lloyd’s Registration & Firm History

NY

07/31/2017 - Present

Centerview Partners LLC (NEW YORK NY)

NY

04/09/2014 - 07/07/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/07/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Seth Merlin Lloyd.
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