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Inactive

Colleen Elizabeth Kelly

Lido

Los Angeles, CA

Dallas, TX

CRD 6113816

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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:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-12
NY RA APPROVED 2025-11-10
FL RA APPROVED 2022-08-30
CA RA APPROVED 2022-07-29
TX RA APPROVED 2018-09-11
  • CT RA
    APPROVED
    Since 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-10
  • FL RA
    APPROVED
    Since 2022-08-30
  • CA RA
    APPROVED
    Since 2022-07-29
  • TX RA
    APPROVED
    Since 2018-09-11

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Dallas TX 08/2012 11/2016
Wells Fargo Clearing Services, Llc Dallas TX 11/2016 06/2017
Stifel Nicolaus & Co Inc Dallas TX 06/2017 07/2018
Lido Advisors, Llc Los Angeles CA 08/2018 Present
  • 08/2012 → 11/2016
    Wells Fargo Advisors, Llc
    Dallas, TX
  • 11/2016 → 06/2017
    Wells Fargo Clearing Services, Llc
    Dallas, TX
  • 06/2017 → 07/2018
    Stifel Nicolaus & Co Inc
    Dallas, TX
  • 08/2018 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-03
  • S66 Uniform Combined State Law Examination
    2015-11-03

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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