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Kyle Julian Cross

Lido

Los Angeles, CA

CRD 7332755

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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 2025-01-01
CO RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
TX RA APPROVED 2022-07-27
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2022-07-27

Branch Locations

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
Lido Advisors, Llc Los Angeles CA 08/2020 Present
Ucla Los Angeles CA 09/2017 06/2020
Pricewaterhouse Coopers San Francisco CA 06/2019 08/2019
Genentech San Francisco CA 06/2018 08/2018
Avanade Chicago IL 08/2013 09/2017
  • 08/2020 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 09/2017 → 06/2020
    Ucla
    Los Angeles, CA
  • 06/2019 → 08/2019
    Pricewaterhouse Coopers
    San Francisco, CA
  • 06/2018 → 08/2018
    Genentech
    San Francisco, CA
  • 08/2013 → 09/2017
    Avanade
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-23
  • S65 Uniform Investment Adviser Law Examination
    2021-01-23
Other Names
  • Kyle Cross

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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