Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-02-27 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2023-04-27 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | Washington | DC | 01/2018 | 12/2019 |
| Lido Advisors, Llc | Los Angeles | CA | 01/2020 | Present |
| American University | Washington | DC | 08/2014 | 12/2017 |
| Idb Lido Wealth, Llc | New York | NY | 04/2023 | Present |
Jack Weinstein is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Weinstein is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-03 |
Reach out to this advisor