Candice Richardson

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

• 12/2020 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 08/2020 → 12/2020
  Witt O'BRien's
  Los Angeles, CA
• 09/2018 → 05/2020
  University Of California, Los Angeles
  Los Angeles, CA
• 10/2019 → 01/2020
  Ucla Luskin Center For Innovation
  Los Angeles, CA
• 04/2019 → 09/2019
  Milken Institute
  Santa Monica, CA
• 01/2016 → 08/2018
  Alliance Bernstein
  Los Angeles, CA

Other Businesses

Dog sitter for Rover in Redondo Beach, CA since January 2025. 0 hours during trade hours.

Designations

• Chartered Financial Analyst