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Spencer Harvey Lloyd

Monterey Private Wealth, Inc.

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About Spencer Harvey Lloyd

Spencer Harvey Lloyd is a financial advisor with Monterey Private Wealth, Inc. located in Monterey, CA. Spencer has been a registered Investment Advisor since 2019. Previously, Spencer was employed by UBS Financial Services Inc. in Salt Lake City, Utah. Spencer is a Certified Financial Planner (CFP) and holds a Series 7 and Series 66 license. Spencer has a strong background in financial planning, portfolio management, and pension consulting. Spencer specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Spencer Lloyd is currently registered with Monterey Private Wealth, Inc.. Monterey Private Wealth, Inc. is a registered investment adviser located in Monterey, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. As of December 31, 2022, the firm had approximately $1,005,871,830 in regulatory assets under management. The firm's website address is https://www.montereyprivatewealth.com.
Monterey Private Wealth, Inc.

2340 GARDEN ROAD

MONTEREY, CA 93940

$1.01B

Assets Under Management

13

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage retirement plan assets under advisement

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Spencer Lloyd’s Registration & Firm History

CA

05/17/2019 - Present

Monterey Private Wealth, Inc. (MONTEREY CA)

UT

11/03/2016 - 04/23/2019

UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/08/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Harvey Lloyd.
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