Marya Changizi Young

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

• 11/2005 → 10/2024
  Shore Morgan Young Wealth Strategies
  Worthington, OH
• 06/2011 → Present
  Lincoln Investment
  Worthington, OH
• 09/2018 → 10/2024
  Private Wealth Strategies, L.L.C.
  Worthington, OH
• 10/2024 → Present
  Lido Advisors, Llc
  New Albany, OH

Previous Registrations

• 2018-10-16 → 2024-11-13
  Shore Morgan Young Wealth Strategies
  New Albany, OH
• 2012-12-06 → 2024-10-04
  Capital Analysts
  Worthington, OH
• 2011-05-03 → 2012-06-01
  Cincinnati Analysts, Inc.
  Worthington, OH
• 2005-11-09 → 2011-05-02
  Fsc Securities Corporation
  Worthington, OH
• 2002-08-26 → 2005-11-09
  Osaic Fa, Inc.
  Worthington, OH

Other Businesses

(3) DESIGN FOR ELEGANCE POSITION: OWNER / PRESIDENT NATURE: FURNITURE DESIGN INVESTMENT RELATED: NO NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 4519 NORTHGATE ROAD, NEW ALBANY OH 43054, UNITED STATES DESCRIPTION: DESIGN RECOMMENDATIONS, ORDER FURNITURE AND ACCESSORIES BARAKAT HOLDINGS, INC. POSITION: Owner NATURE: Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2018 ADDRESS: 4519 Northgate Road, New Albany OH 43054, United States DESCRIPTION: This is the holding company for my income from Private Wealth Strategies / Shore Morgan Young. LIDO ADVISORS, LLC POSITION: IAR, Managing Director, Senior Wealth Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 10/04/2024 ADDRESS: 29 South High Street, Suite A, New Albany OH 43054, United States DESCRIPTION: IAR duties. Business development, financial planning, Implementation process FIXED LIFE AND HEALTH INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/20/2002 ADDRESS: 29 South High Street, Suite # A, New Albany OH 43054, United States DESCRIPTION: Business development, Financial planning, Insurance services and Implementation of new plans/rcommendations SMY P&C SOLUTIONS POSITION: Agent NATURE: Property Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/21/2016 ADDRESS: 300 West Wilson Bridge Road, Suite 310, Worthington OH 43085, United States DESCRIPTION: help clients with better solutions in the area of property casulaty insurance coverage REAL ESTATE INVESTOR POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1988 ADDRESS: 4519 Northgate Road, New Albany OH 43054, United States DESCRIPTION: Managing properties. SMY MORTGAGE SOLUTIONS / W-2 INCOME FROM EQUITABLE MORTGAGE POSITION: President, Licensed Mortgage Originator NATURE: Residential Mortgage Loans INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2007 ADDRESS: 300 West Wilson Bridge Road, Suite 310, Worthington OH 43085, United States DESCRIPTION: Helping clients with their purchase loans and refinancing of their existing loans

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-26

Other Names

• Marya C Changizi
• Marya C Shams
• Marya C Young