Blair Elizabeth Buick

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

• 11/2020 → 06/2021
  Lido Advisors, Llc
  Los Angeles, CA
• 04/2013 → 10/2020
  The Renaissance Companies
  San Diego, CA
• 09/2018 → 10/2020
  Infinovate Llc
  San Diego, CA
• 07/2021 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2006-12-01 → 2010-06-10
  Nicholas-Applegate Capital Management Llc
  San Diego, CA
• 2005-09-21 → 2006-11-27
  Green Street Trading, Llc
  Newport Beach, CA
  Newport Beach, CA
• 2004-08-30 → 2005-09-09
  Lpl Financial Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2004-08-27

Designations

• Chartered Financial Analyst

Other Names

• Blair Elizabeth Vaughan
• Blair Elizabeth Vaughan