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Inactive

Adam Ruben Castillo

Lido

Los Angeles, CA

San Diego, CA

CRD 7227257

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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
TX RA APPROVED_RES 2025-08-29
CA RA APPROVED 2022-06-04
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • CA RA
    APPROVED
    Since 2022-06-04

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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
Mondelez International San Diego CA 03/2015 01/2020
Cambridge Management Group San Diego CA 02/2018 02/2019
North County Basketball Officials Association San Diego CA 11/2018 01/2020
Lpl Financial San Diego CA 02/2020 12/2021
California State University Of San Marcos San Marcos CA 09/2014 12/2019
Lido Advisors, Llc Los Angeles CA 01/2022 Present
  • 03/2015 → 01/2020
    Mondelez International
    San Diego, CA
  • 02/2018 → 02/2019
    Cambridge Management Group
    San Diego, CA
  • 11/2018 → 01/2020
    North County Basketball Officials Association
    San Diego, CA
  • 02/2020 → 12/2021
    Lpl Financial
    San Diego, CA
  • 09/2014 → 12/2019
    California State University Of San Marcos
    San Marcos, CA
  • 01/2022 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2022-06-03

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

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