Todd Matthew Krieg

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

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

Current Employers

Lido

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
FL	RA	APPROVED	2025-05-21
CA	RA	APPROVED	2024-12-02
WI	RA	APPROVED	2024-12-02

TX RA
APPROVED_RES

Since 2026-03-27
FL RA
APPROVED

Since 2025-05-21
CA RA
APPROVED

Since 2024-12-02
WI RA
APPROVED

Since 2024-12-02

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

1333 West Towne Square Road, Mequon, WI 53092 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pegasus Partners Ltd.	Mequon	WI	04/2015	12/2024
Lido Advisors, Llc	Los Angeles	CA	12/2024	Present

04/2015 → 12/2024

Pegasus Partners Ltd.

Mequon, WI
12/2024 → Present

Lido Advisors, Llc

Los Angeles, CA

Previous Registrations

2015-03-23 → 2025-01-31

Pegasus Partners

Mequon, WI
2007-01-31 → 2015-04-01

Reinhart Partners, Llc

Mequon, WI

Boca Grande, FL
2002-01-02 → 2003-05-01

U.S. Bancorp Asset Management, Inc.

Milwaukee, WI

Employer firm

Current Employers

Lido

Disclosures

Employment History

Previous Registrations

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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