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Inactive

Andrew James Wallace

Lido

Los Angeles, CA

Los Angeles, CA

CRD 6684812

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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:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-07
  • CA RA
    APPROVED
    Since 2026-04-07

Branch Locations

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanford C. Bernstein & Co., Llc Los Angeles CA 06/2016 07/2020
Lido Advisors, Llc Los Angeles CA 03/2026 Present
Northwestern University Chicago IL 07/2020 07/2022
Corient Services Llc Los Angeles CA 03/2025 03/2026
Bain & Company Los Angeles CA 07/2022 02/2025
  • 06/2016 → 07/2020
    Sanford C. Bernstein & Co., Llc
    Los Angeles, CA
  • 03/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 07/2020 → 07/2022
    Northwestern University
    Chicago, IL
  • 03/2025 → 03/2026
    Corient Services Llc
    Los Angeles, CA
  • 07/2022 → 02/2025
    Bain & Company
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-07
S63 Uniform Securities Agent State Law Examination 2016-10-19
  • S65 Uniform Investment Adviser Law Examination
    2026-04-07
  • S63 Uniform Securities Agent State Law Examination
    2016-10-19

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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