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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
| FL | RA | APPROVED | 2025-05-08 |
| CA | RA | APPROVED | 2023-07-25 |
| TX | RA | APPROVED | 2023-07-25 |
Branch Locations
31 Washington Street 2Nd Floor, Wellesley, MA 02481 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time Fitness | Broomfield | CO | 05/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 12/2021 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 10/2021 | 12/2021 |
| Duke University | Durham | NC | 08/2018 | 05/2022 |
| Duke University, The Fuqua School Of Business | Durham | NC | 07/2022 | 06/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2023 | Present |
| Monarch High School | Louisville | CO | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
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