Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-03 |
| CA | RA | APPROVED | 2026-07-30 |
| IN | RA | APPROVED | 2026-07-30 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
8044 Montgomery Road Suite 700, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Indianapolis | IN | 04/2015 | 10/2023 |
| Mercer Global Advisors Inc. | Boca Raton | FL | 08/2024 | 06/2026 |
| Unemployed | Cincinnati | OH | 10/2023 | 08/2024 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
| S66 | Uniform Combined State Law Examination | 2011-06-25 |
Reach out to this advisor