Sagar Sheth

Current Employers

Employment History

• 09/2018 → 07/2019
  Morgan Stanley
  Deerfield, IL
• 06/2017 → 09/2018
  Cvs Health
  Northbrook, IL
• 08/2016 → 05/2017
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 08/2013 → 05/2017
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 11/2018 → 07/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2019 → 06/2021
  Fidelity Brokerage Services Llc
  Oak Brook, IL
• 07/2021 → 01/2024
  Charles Schwab & Co., Inc.
  Northbrook, IL
• 07/2021 → 01/2024
  Charles Schwab Bank, Ssb
  Northbrook, IL
• 08/2022 → 01/2024
  Td Ameritrade, Inc.
  Schaumburg, IL
• 08/2022 → 01/2024
  Td Ameritrade Investment Management, Llc
  Schaumburg, IL
• 02/2024 → Present
  Lido Advisors, Llc
  Chicago, IL

Previous Registrations

• 2021-08-17 → 2024-01-09
  Charles Schwab & Co., Inc.
  Schaumburg, IL
  Northbrook, IL
• 2022-09-30 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Schaumburg, IL
• 2022-09-30 → 2022-10-14
  Td Ameritrade, Inc.
  Schaumburg, IL
• 2020-01-30 → 2021-06-18
  Fidelity Personal And Workplace Advisors
  Oak Brook, IL
  Oak Brook, IL
• 2018-11-24 → 2019-07-08
  Morgan Stanley
  Deerfield, IL

Other Businesses

(1) PBRH Lindenhurst LLC | not investment related | Lindenhurst, Illinois | start date 09/04/2017 | partner | food/beverage production; devote a very minimal amount of time to the business | less than 20 hours per month | none during securities trading hours. (2) Rental Property | Investment Related: Yes | Round Lake Beach, IL | Real Estate (Non-Agent/Broker) | Owner | 2022-12-28 | Hours Per Month: Less than 20 | Hours Spent during Security Trading:0 | I am the owner of a rental property. Once the property closes will look for a tenant.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-24