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Daniella Maria Amore

Lido

Los Angeles, CA

Ann Arbor, MI

CRD 7408888

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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
FL RA APPROVED 2025-08-26
CA RA APPROVED 2025-07-21
MI RA APPROVED 2025-07-21
TX RA APPROVED 2025-07-21
  • FL RA
    APPROVED
    Since 2025-08-26
  • CA RA
    APPROVED
    Since 2025-07-21
  • MI RA
    APPROVED
    Since 2025-07-21
  • TX RA
    APPROVED
    Since 2025-07-21

Branch Locations

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

110 Miller Avenue First Floor, Ann Arbor, MI 48104 • 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
Exchange Capital Management Ann Arbor MI 06/2021 07/2025
Eddie Bauer Clinton MI 05/2018 08/2020
Oakland University Rochester MI 08/2016 05/2021
Lido Advisors, Llc Los Angeles CA 07/2025 Present
  • 06/2021 → 07/2025
    Exchange Capital Management
    Ann Arbor, MI
  • 05/2018 → 08/2020
    Eddie Bauer
    Clinton, MI
  • 08/2016 → 05/2021
    Oakland University
    Rochester, MI
  • 07/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
  • 2022-01-10 → 2025-09-15
    Exchange Capital Management Inc
    Ann Arbor, MI
Other Businesses

Notary Public in the state of Michigan since December 2024. Time is allocated ad-hoc for existing clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10
Designations
  • Certified Financial Planner

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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