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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-03 |
| SC | RA | APPROVED | 2025-11-03 |
| GA | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2022-07-13 |
| FL | RA | APPROVED | 2020-10-20 |
| CA | RA | APPROVED | 2020-10-14 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Nw Corporate Boulevard Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Boca Raton | FL | 07/2011 | 10/2020 |
| Jpmorgan Chase Bank Na | Boca Raton | FL | 07/2011 | 10/2020 |
| Lido Advisors, Llc | Los Angeles | CA | 10/2020 | Present |
Lido Consulting Group, LLC; not investment related; Los Angeles, CA; Financial education events and programming; Southeast Family Office Ambassador; since January 2026; approx. 15 hours per month and 1 hour during trading hours; duties include educational webinars, client events, and content creation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-31 |
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