Andrew Dane Theodore

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

• 08/2015 → 05/2023
  Charles Schwab & Co., Inc.
  St. Petersburg, FL
• 05/2023 → 12/2024
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 12/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-02
• S63 Uniform Securities Agent State Law Examination
  2016-12-29