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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| NC | RA | APPROVED | 2025-11-07 |
| FL | RA | APPROVED | 2024-06-05 |
| GA | RA | APPROVED | 2024-02-02 |
| CA | RA | APPROVED | 2024-01-22 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crawford Investment Counsel | Atlanta | GA | 08/2004 | 01/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-29 |
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