Eric H. Taslitz

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

• 02/2009 → 11/2017
  Ubs Financial Services Inc
  Century City, CA
• 11/2017 → 12/2017
  Pks Advisory Services, Llc
  Los Angeles, CA
• 12/2017 → 01/2025
  Avitas Wealth Management, Llc
  Los Angeles, CA
• 01/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2017-12-15 → 2025-01-23
  Avitas Wealth Management, Llc
  Los Angeles, CA
• 2017-11-30 → 2017-12-31
  Pks Advisory Services, Llc
  Los Angeles, CA
• 2009-02-20 → 2017-12-11
  Ubs Financial Services Inc.
  Los Angeles, CA
• 1997-07-08 → 2009-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) Avitas Capital Management, Alternative Investment Management, Principal, Investment Related, Hours Vary, Start Date 8/18/2020, 1901 Avenue of the Stars - Suite 1901, Los Angeles, CA 90067 2) Avitas Capital Partners, Alternative Investment Management, Principal, Investment Related, Hours Vary, Start Date 8/18/2020, 1901 Avenue of the Stars - Suite 1901, Los Angeles, CA 90067 3) Owner of rental property in Los Angeles, CA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-09
• S63 Uniform Securities Agent State Law Examination
  1996-06-27

Other Names

• Eric H Taslitz
• Eric H. Taslitz