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Inactive

Benjamin Ryan Gottlieb

Lido

Los Angeles, CA

San Diego, CA

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-21
  • CA RA
    APPROVED
    Since 2025-05-21

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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
Centura Wealth Advisory San Diego CA 08/2024 12/2024
Chandler Asset Management San Diego CA 07/2021 07/2024
Bank Of Hawaii Honolulu HI 08/2019 07/2021
Ckw Financial Group Honolulu HI 08/2018 03/2019
Blue Note Hawaii Honolulu HI 03/2016 03/2020
Lido Advisors, Llc Los Angeles CA 05/2025 Present
Unemployed San Diego CA 01/2025 05/2025
  • 08/2024 → 12/2024
    Centura Wealth Advisory
    San Diego, CA
  • 07/2021 → 07/2024
    Chandler Asset Management
    San Diego, CA
  • 08/2019 → 07/2021
    Bank Of Hawaii
    Honolulu, HI
  • 08/2018 → 03/2019
    Ckw Financial Group
    Honolulu, HI
  • 03/2016 → 03/2020
    Blue Note Hawaii
    Honolulu, HI
  • 05/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 01/2025 → 05/2025
    Unemployed
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18

View on SEC IAPD

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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