Nicholas James Sturgis

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

• 03/2016 → 11/2016
  Pacer Financial, Inc.
  Paoli, PA
• 05/2017 → 01/2020
  John Hancock
  Atlanta, GA
• 11/2016 → 01/2017
  Unemployed
  Atlanta, GA
• 01/2017 → 05/2017
  Uber
  Atlanta, GA
• 06/2017 → 01/2020
  John Hancock Distributors Llc
  Atlanta, GA
• 02/2020 → 10/2022
  Invesco
  Atlanta, GA
• 10/2022 → 09/2023
  Paces Ferry Wealth Advisors
  Atlanta, GA
• 09/2023 → 12/2024
  Waverly Advisors, Llc
  Atlanta, GA
• 01/2025 → Present
  Lido Advisors, Llc
  Atlanta, GA

Previous Registrations

• 2023-09-18 → 2024-12-23
  Waverly Advisors, Llc
  Atlanta, GA
  Birmingham, AL
• 2022-12-08 → 2023-09-11
  Paces Ferry Wealth Advisors, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-21
• S63 Uniform Securities Agent State Law Examination
  2015-09-04

Designations

• Chartered Financial Analyst