Kayla Marie Kaltenecker

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

• 01/2017 → 10/2023
  Lido Advisors, Llc
  Los Angeles, CA
• 05/2016 → 01/2017
  J & Y Business Group
  Los Angeles, CA
• 01/2013 → Present
  Kaltenecker Inc.
  Westlake Villiage, CA
• 10/2023 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2018-01-22 → 2023-11-16
  Lido
  Los Angeles, CA

Other Businesses

Kaltenecker Inc. - Accounting firm. Position: Data Entry Assistant. Not investment related. Start Date 1/1/2013. 15hours per month outside of normal trading hours. Position is for data entry into QUickbooks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-22

Designations

• Certified Financial Planner

Other Names

• Kayla Kaltenecker