Brennan William Fontana

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

• 02/2018 → 12/2019
  Merrill Lynch Pierce Fenner & Smith.
  Frisco, TX
• 05/2017 → 10/2017
  Westin Vacation Club
  Lahaina, HI
• 02/2016 → 03/2017
  Fortune Builders
  San Diego, CA
• 04/2017 → 05/2017
  Unemployed
  San Diego, CA
• 12/2017 → 02/2018
  Unemployed
  San Diego, CA
• 07/2018 → 12/2019
  Bank Of America, N.A.
  Frisco, TX
• 01/2020 → 10/2021
  Fortunebuilders
  San Diego, CA
• 01/2021 → 01/2022
  Marcus & Millichap
  Del Mar, CA
• 01/2022 → 10/2022
  Net Lease Realty Partners
  Encinitas, CA
• 02/2022 → 12/2022
  Vestorpro
  Encinitas, CA
• 02/2023 → 08/2023
  The Science Of Flipping
  Encinitas, CA
• 03/2023 → 08/2023
  Exp Realty
  Encinitas, CA
• 08/2023 → Present
  Lido Advisors, Llc
  San Diego, CA
• 11/2021 → 02/2022
  Nre Re Llc
  Encinitas, CA

Previous Registrations

• 2018-08-13 → 2019-12-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-25
• S66 Uniform Combined State Law Examination
  2018-08-10

Other Names

• Brennan William Fontana
• Brennan Fontana