Lindsey Cohen Lloyd

Employer firm

Crest Wealth Advisors LLC CRD 311760

$95.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2019
  The Tome School
  North East, MD
• 05/2016 → 08/2019
  Chesapeake Swim Club
  Havre De Grace, MD
• 08/2019 → 05/2023
  Salisbury University
  Salisbury, MD
• 05/2020 → 04/2021
  Dunkin Donuts
  Ocean City, MD
• 08/2020 → 12/2020
  Salisbury University Csa
  Salisbury, MD
• 05/2021 → 07/2023
  Dry 85
  Ocean City, MD
• 09/2021 → 06/2022
  Infocus Financial Advisors
  Salisbury, MD
• 02/2019 → 08/2019
  Elevation Corporate Health
  Havre De Grace, MD
• 07/2023 → 09/2025
  Infocus Financial Advisors
  Salisbury, MD
• 06/2024 → 09/2025
  Cetera Advisors Llc
  St Cloud, MN
• 07/2023 → 06/2024
  Cetera Advisors Llc
  St Cloud, MN
• 09/2025 → Present
  Crest Wealth Advisors Llc
  Annapolis, MD
• 06/2024 → 09/2025
  Infocus Financial Advisors
  Salisbury, MD
• 07/2023 → 06/2024
  Infocus Financial Advisors
  Salisbury, MD

Exams

• S66 Uniform Combined State Law Examination
  2025-07-31

Other Names

• Lindsey Jeanblanc Cohen
• Lindsey J Cohen