Colman D Garvey

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

• 09/2019 → 03/2023
  I(X) Net Zero Plc
  New York, NY
• 06/2022 → 03/2023
  I(X) Securities
  New York, NY
• 08/2015 → 05/2019
  University Of Southern Cailfornia
  Los Angeles, CA
• 06/2019 → 09/2019
  Unemployed
  Los Angeles, CA
• 01/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 08/2023 → 05/2024
  Rivel Inc
  Westport, CT
• 03/2023 → 08/2023
  Unemployed
  New York, NY
• 05/2024 → 01/2025
  Unemployed
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-28