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Sierra Anne Argyle

Lido

Los Angeles, CA

Chicago, IL

CRD 7197428

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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
MN RA APPROVED 2026-04-28
CA RA APPROVED 2024-08-12
FL RA APPROVED 2022-08-29
IL RA APPROVED 2019-12-02
  • MN RA
    APPROVED
    Since 2026-04-28
  • CA RA
    APPROVED
    Since 2024-08-12
  • FL RA
    APPROVED
    Since 2022-08-29
  • IL RA
    APPROVED
    Since 2019-12-02

Branch Locations

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

732 W Randolph Street 6Th Floor, Chicago, IL 60661 • 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
Lido Advisors, Llc Chicago IL 11/2019 Present
Signature Fd, Llc Atlanta GA 06/2018 11/2019
Bessemer Trust San Francisco CA 06/2014 05/2018
  • 11/2019 → Present
    Lido Advisors, Llc
    Chicago, IL
  • 06/2018 → 11/2019
    Signature Fd, Llc
    Atlanta, GA
  • 06/2014 → 05/2018
    Bessemer Trust
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-02
  • S65 Uniform Investment Adviser Law Examination
    2019-12-02
Designations
  • Certified Financial Planner
Other Names
  • Sierra Argyle

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

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