Thomas Franz Ryan

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

• 02/2020 → 02/2021
  Payment Cloud
  Encino, CA
• 06/2014 → Present
  La County Fire Department
  Los Angeles, CA
• 08/2021 → 01/2025
  Avitas Wealth Management, Llc
  Los Angeles, CA
• 12/2015 → 04/2019
  Pepperdine University
  Malibu, CA
• 01/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2021-08-13 → 2025-01-23
  Avitas Wealth Management, Llc
  Los Angeles, CA

Other Businesses

1. Daily LLC, Owner, E-Commerce, 30/Hours per Month, Not Investment Related, 159 Los Angeles Ave, Oxnard, CA 93035, Start Date 5/1/24

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-22