Unclaimed Profile

Charles Lloyd Mckenzie

GEODE CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts

Clean recordGEODE CAPITAL MANAGEMENT, LLC

ONE POST OFFICE SQUARE, 28TH FLOOR, BOSTON, MA 02109CRD# 2367172Firm CRD# 115504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Lloyd Mckenzie · BOSTON, MA

Registration

CRD #2367172 · GEODE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Lloyd Mckenzie is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GEODE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GEODE CAPITAL MANAGEMENT, LLC

AUM

$1062.8B

Regulatory assets under management

Employees

161

Total firm employees

View all advisors at GEODE CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2367172

Firm CRD# 115504

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Lloyd Mckenzie offer?

Charles Lloyd Mckenzie specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Charles Lloyd Mckenzie's credentials?

Charles Lloyd Mckenzie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Lloyd Mckenzie located?

Charles Lloyd Mckenzie is based in BOSTON, Massachusetts, working with GEODE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Charles Lloyd Mckenzie charge for services?

Charles Lloyd Mckenzie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC has approximately 161 employees and manages $1062.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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