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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-11 |
| FL | RA | APPROVED | 2025-06-09 |
| CA | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED_RES | 2025-06-03 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1950 University Avenue Suite 500A, East Palo Alto, CA 94303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Carlsbad | CA | 11/2015 | 05/2019 |
| Securities America Advisors | Carslbad | CA | 02/2016 | 05/2019 |
| Fisher Investments | San Mateo | CA | 05/2019 | 07/2020 |
| Bluepointe Capital Management, Llc | San Mateo | CA | 08/2020 | 05/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-31 |
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