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Chad Edward Slaughter

Lido

Los Angeles, CA

Cincinnati, OH

CRD 4659718

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-03
CA RA APPROVED 2026-07-30
IN RA APPROVED 2026-07-30
  • OH RA
    APPROVED
    Since 2026-08-03
  • CA RA
    APPROVED
    Since 2026-07-30
  • IN RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2015 → 10/2023
    Fifth Third Securities
    Indianapolis, IN
  • 08/2024 → 06/2026
    Boca Raton, FL
  • 10/2023 → 08/2024
    Unemployed
    Cincinnati, OH
  • 07/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-17
S66 Uniform Combined State Law Examination 2011-06-25
  • S65 Uniform Investment Adviser Law Examination
    2024-09-17
  • S66 Uniform Combined State Law Examination
    2011-06-25

View on SEC IAPD

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