Erica Kaur Ghotra

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

• 05/2016 → 08/2019
  Westmount Asset Management, Llc
  Los Angeles, CA
• 08/2019 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2016-05-23 → 2019-08-08
  Westmount Partners, Llc
  Los Angeles, CA
• 2009-12-03 → 2016-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
  Beverly Hills, CA
  Beverly Hills, CA

Other Businesses

CA Department of Insurance license #0G87740. Devote 0 hours to this; 01/2010 to Present.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-12

Other Names

• Erica K Ghotra