John Charles Bute

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

• 11/2008 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
  Boca Raton, FL
• 12/2009 → 10/2019
  Bank Of America, Na
  Boca Raton, FL
• 10/2019 → Present
  Lido Advisors, Llc
  Boca Raton, FL
• 04/2021 → Present
  Lido Tax Llc
  Los Angeles, CA

Previous Registrations

• 2008-11-06 → 2019-10-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
  Boca Raton, FL
• 2006-03-17 → 2008-11-13
  Wells Fargo Clearing Services, Llc
  Boca Raton, FL
• 1999-10-25 → 2006-03-20
  Morgan Stanley Dw Inc.
  Ft Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

Name: Lido Tax LLC investment related: No address: 1875 Century Park E. Suite 950 Los Angeles, CA 90067 position: Director number of hours/month: 10-15 hrs describe duties: business planning, establish and review SOPs/workflow, weekly team meetings, supervising/monitoring operations

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-28
• S63 Uniform Securities Agent State Law Examination
  1999-11-22