Robert Philip Renshaw

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

• 03/2015 → 12/2025
  Fountainhead Capital Management
  Edison, NJ
• 12/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2016-08-31 → 2026-01-08
  Fountainhead Advisors
  Warren, NJ
• 2017-07-28 → 2017-12-31
  Obsidian Cio Llc
  New York, NY
• 2013-05-08 → 2015-03-31
  Prestige Wealth Management Group, Llc
  Flemington, NJ
  Millburn, NJ
• 2008-08-06 → 2013-04-19
  Aepg Wealth Strategies
  Warren, NJ
• 2006-10-17 → 2008-07-02
  1St Global Advisors Inc
  Randolph, NJ

Other Businesses

1) Penn Mutual Life Insurance; not investment related; Horsham, PA; life insurance; agent; since 10/2023; less than 10 hours per month during trade hours; recommend and service existing life insurance policies // 2) National Life Group; not investment related; Montpelier, VA; life insurance; agent; since 1/2025; less than 10 hours per month during trade hours; recommend and service existing life insurance policies 3) Fountainhead Capital Management, LLC; investment related; Warren, NJ; financial planning and investment management; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations 4) Fountainhead Protection Strategies, LLC; not investment related; Warren, NJ; life and disability insurance; partner; since 2015; 1-5 hours per month - possibly during trade hours; LLC is winding down operations after acquisition/merger with Lido - fulfilling existing admin and tax reporting obligations

Exams

• S66 Uniform Combined State Law Examination
  2006-10-05
• S63 Uniform Securities Agent State Law Examination
  2004-01-31

Designations

• Certified Financial Planner

Other Names

• Bob Renshaw