Ryan Patrick Cosgrove

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

• 05/2017 → 03/2018
  Brentwood Country Club
  Los Angeles, CA
• 05/2018 → 01/2019
  Ronancio Wealth Management, Inc.
  Pheonix, AZ
• 03/2019 → 09/2019
  Alpha Squared Capital, Llc
  Scottsdale, AZ
• 08/2009 → 05/2017
  Full-Time Student
  Camarillo, CA
• 10/2019 → 02/2020
  Lifetyme Financial Advisors, Llc
  Phoenix, AZ
• 09/2019 → 02/2020
  Lifetyme Financial Group, Llc
  Phoenix, AZ
• 05/2020 → 04/2022
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 04/2022 → 08/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 08/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2020-06-26 → 2025-08-28
  Edelman Financial Engines
  Phoenix, AZ
  Los Angeles, CA
  Torrance, CA
  El Segundo, CA
• 2019-10-31 → 2020-05-15
  Lifetyme Financial Advisors, Llc
  Scottsdale, AZ
• 2019-05-22 → 2019-09-06
  Alpha Squared Capital, Llc
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-20