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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| GA | RA | APPROVED | 2022-11-28 |
| FL | RA | APPROVED | 2021-02-18 |
| CA | RA | APPROVED | 2021-02-09 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Nw Corporate Boulevard Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Stuart | FL | 08/2016 | 10/2016 |
| Voya Financial Advisors | Boca Raton | FL | 12/2016 | 11/2017 |
| Edward Jones | St. Louis | MO | 11/2017 | 12/2017 |
| Boston Private Wealth Llc | Palm Beach Gardens | FL | 01/2018 | 11/2020 |
| Lido Advisors, Llc | Boca Raton | FL | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
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