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Charles Lloyd Mckenzie

GEODE CAPITAL MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
ONE POST OFFICE SQUARE, 28TH FLOOR, BOSTON, MA 02109CRD# 2367172Firm CRD# 115504
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GEODE CAPITAL MANAGEMENT, LLC
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2367172
Firm CRD# 115504
No disclosures on file
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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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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