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Daniel Weitzman

Lido

Los Angeles, CA

Chicago, IL

CRD 7325988

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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 2025-01-09
CO RA APPROVED 2025-01-09
FL RA APPROVED 2025-01-09
IL RA APPROVED 2022-12-01
  • CA RA
    APPROVED
    Since 2025-01-09
  • CO RA
    APPROVED
    Since 2025-01-09
  • FL RA
    APPROVED
    Since 2025-01-09
  • IL RA
    APPROVED
    Since 2022-12-01

Branch Locations

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

732 W Randolph Street 6Th Floor, Chicago, IL 60661 • 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
Catering By Greg Irvine CA 06/2015 03/2017
Vaca Costa Mesa CA 03/2017 08/2018
Rai Wealth Management Fullerton CA 03/2017 08/2019
Lido Advisors, Llc Los Angeles CA 08/2019 Present
  • 06/2015 → 03/2017
    Catering By Greg
    Irvine, CA
  • 03/2017 → 08/2018
    Vaca
    Costa Mesa, CA
  • 03/2017 → 08/2019
    Rai Wealth Management
    Fullerton, CA
  • 08/2019 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Designations
  • Certified Financial Planner
Other Names
  • Danny Weitzman

View on SEC IAPD

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WESTMOUNT PARTNERS, LLC
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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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