Ashish Paresh Patel

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

• 04/2020 → 04/2021
  First Command Brokerage Services Inc
  Fort Worth, TX
• 11/2007 → Present
  United States Air Force
  Travis Air Force Base, CA
• 11/2019 → Present
  United Airlines
  San Francisco, CA
• 04/2021 → 03/2022
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 04/2021 → 03/2022
  First Command Advisory Services, Inc
  Fort Worth, TX
• 04/2021 → 03/2022
  First Command Insurance Service, Inc
  Fort Worth, TX
• 04/2022 → 05/2025
  Bluepointe Capital Management, Llc
  San Mateo, CA
• 05/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2022-04-08 → 2025-06-06
  Bluepointe Capital Management, Llc
  Menlo Park, CA
• 2021-04-25 → 2022-02-25
  First Command Advisory Services
  Fort Worth, TX
  Fairfield, CA

Other Businesses

1) United States Air Force, Reserve Officer at Travis Air Force Base, CA since 11/2007. Hours are as required, usually weekends. Safety Officer. 2) United Airlines, First Officer in commercial aviation. San Francisco, CA. Hours are as required.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-13