Benjamin Ryan Gottlieb

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

• 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

• 2024-11-18 → 2024-12-18
  Centura Wealth Advisory
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-18