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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-03 |
| MD | RA | APPROVED | 2025-11-03 |
| NC | RA | APPROVED | 2025-11-03 |
| SC | RA | APPROVED | 2025-11-03 |
| VA | RA | APPROVED | 2025-11-03 |
| WA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED_RES | 2023-08-30 |
| FL | RA | APPROVED | 2020-12-23 |
| GA | RA | APPROVED | 2020-06-01 |
| CA | RA | APPROVED | 2020-05-27 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crawford Investment Counsel | Atlanta | GA | 07/2013 | 05/2020 |
| Lido Advisors, Llc | Los Angeles | CA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-26 |
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