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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2024-08-26 |
| FL | RA | APPROVED | 2023-03-30 |
| CA | RA | APPROVED | 2022-10-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles | CA | 03/2019 | 06/2021 |
| Slc Cpas | Montery Park | CA | 09/2018 | 03/2019 |
| Unemployed | Unemployed | CA | 10/2010 | 09/2018 |
| Bessemer Trust | Los Angeles | CA | 06/2021 | 07/2022 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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