Grant Daniel Vahalla

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

• 03/2012 → 04/2017
  Fidelity Brokerage Services Llc
  San Diego, CA
• 05/2017 → 03/2023
  Tiaa
  San Diego, CA
• 05/2017 → 03/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  San Diego, CA
• 03/2023 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2017-05-15 → 2023-03-15
  Tiaa-Cref Individual & Institutional Services, Llc
  San Diego, CA
• 2013-06-27 → 2017-05-09
  Strategic Advisers Llc
  San Diego, CA
• 2011-09-07 → 2012-08-10
  Advanced Practice Advisors, Llc
  La Quinta, CA

Other Businesses

Launderland; not investment related; Encinitas, California; Self-Serve Laundry; Co-owner; 4/1/2023; 1-2 hours per week; 0 hours during trading hours; take care of administration and accounting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-08-24
• S65 Uniform Investment Adviser Law Examination
  2010-06-01

Designations

• Certified Financial Planner

Other Names

• Grant D Vahalla