Conrad P Hindert

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

• 08/2004 → 09/2025
  Fidelity Brokerage Services Llc
  Blue Ash, OH
• 07/2018 → 09/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 09/2025
  Fidelity Investments
  Boston, MA
• 09/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2025-03-31 → 2025-10-02
  Strategic Advisers Llc
  Cincinnati, OH
  Boston, MA
  Covington, KY
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Covington, KY
  Cincinnati, OH
• 2006-12-06 → 2018-07-13
  Strategic Advisers Llc
  Burlingame, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2006-12-04
• S63 Uniform Securities Agent State Law Examination
  2004-11-29

Designations

• Certified Financial Planner

Other Names

• Conrad Patrick Hindert