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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 |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-16 |
| IL | RA | APPROVED | 2025-12-12 |
| UT | RA | APPROVED | 2025-12-12 |
| CO | RA | APPROVED | 2025-12-11 |
| NY | RA | APPROVED | 2025-12-11 |
| CA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2021-07-06 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| NY | RA | APPROVED | 2023-06-06 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Los Angeles | CA | 05/2011 | 07/2021 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2021 | Present |
| Idb Lido Wealth, Llc | New York | NY | 04/2023 | Present |
Stuart Katz is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Katz is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
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