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Anthony M Clay

Lido

Los Angeles, CA

Bellevue, WA

CRD 8000596

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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
FL RA APPROVED 2025-09-10
TX RA APPROVED 2025-08-27
CA RA APPROVED 2024-10-28
WA RA APPROVED 2024-10-28
  • FL RA
    APPROVED
    Since 2025-09-10
  • TX RA
    APPROVED
    Since 2025-08-27
  • CA RA
    APPROVED
    Since 2024-10-28
  • WA RA
    APPROVED
    Since 2024-10-28

Branch Locations

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

10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • 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 Los Angeles CA 08/2024 Present
Freestone Capital Management Seattle WA 09/2023 06/2024
Whittier Trust Company Seattle WA 06/2023 08/2023
Merrieman Wealth Management Bellevue WA 06/2022 09/2022
T12 Seattle WA 01/2020 03/2020
Cold Pressed Norfolk VA 08/2019 12/2019
United States Navy Norfolk VA 01/2013 08/2019
University Of Washington Seattle WA 08/2019 06/2023
  • 08/2024 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 09/2023 → 06/2024
    Freestone Capital Management
    Seattle, WA
  • 06/2023 → 08/2023
    Whittier Trust Company
    Seattle, WA
  • 06/2022 → 09/2022
    Merrieman Wealth Management
    Bellevue, WA
  • 01/2020 → 03/2020
    T12
    Seattle, WA
  • 08/2019 → 12/2019
    Cold Pressed
    Norfolk, VA
  • 01/2013 → 08/2019
    United States Navy
    Norfolk, VA
  • 08/2019 → 06/2023
    University Of Washington
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-10-18
Other Names
  • Anthony Clay
  • Andrew Michael Clay
  • Anthony Michael Clay

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

More in Los Angeles, CA

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