Kirstie Nichole Hunt

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

• 12/2015 → 05/2021
  Jp Morgan Chase Bank
  Westlake Village, CA
• 02/2022 → 01/2025
  Avitas Wealth Management, Llc
  Los Angeles, CA
• 05/2021 → 02/2022
  Elevation Consultants, Llc
  Thousand Oaks, CA
• 01/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-07-28 → 2025-01-23
  Avitas Wealth Management, Llc
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-20
• S63 Uniform Securities Agent State Law Examination
  2016-03-16

Other Names

• Kirstie Nichole Hunt Garbe
• Kirstie Nichole Hunt
• Kirstie N Hunt