Stasia Elaine Cato-Washington

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:

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

Current Employers

Employment History

• 01/2013 → 06/2023
  First Foundation Advisors
  Irvine, CA
• 06/2023 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2013-04-01 → 2023-06-26
  First Foundation Advisors
  Los Angeles, CA
  Oakland, CA
  Los Angeles, CA
• 2004-12-07 → 2012-02-22
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA
  Beverly Hills, CA
• 2003-04-28 → 2004-11-01
  Northern Trust Securities, Inc.
  Los Angeles, CA

Other Businesses

Since 2009 Stasia Washington has been co-owner of Palazzo Concessions, a business that was formed to pursue national airport concession contracts. The business address is located at 100 Zona Place, San Pedro, CA 90732. The business in not related to the investment securities industry. Washington devotes less than 5 hours per month to the business and it does not conflict with securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-26

Other Names

• Stasia Elaine Woods
• Stasia Elaine Beidleman
• Stasia Elaine Cato-Washington