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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-18 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-11-03 |
| ID | RA | APPROVED | 2024-03-28 |
| WA | RA | APPROVED | 2024-03-28 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Funds Distributor, Inc. | El Dorado Hills | CA | 08/2011 | 03/2018 |
| Msec, Llc | Overland Park | KS | 06/2018 | 12/2019 |
| Mariner Wealth Advisors | Overland Park | KS | 06/2018 | 12/2022 |
| Unemployed | Roseville | CA | 03/2018 | 06/2018 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2022 | 04/2023 |
| Colorado Financial Management, Llc, A Lido Company | Boulder | CO | 04/2023 | 02/2024 |
| Lido Advisors, Llc | Seattle | WA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-09 |
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