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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-30 |
| FL | RA | APPROVED | 2024-02-17 |
| CA | RA | APPROVED | 2023-04-20 |
| CO | RA | APPROVED | 2023-04-20 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
4840 Pearl East Circle Suite 300E, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sargent Bickham Lagudis, Llc | Boulder | CO | 06/2003 | 02/2023 |
| Lido Advisors, Llc | Boulder | CO | 02/2023 | Present |
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