Ben Jeffrey Hamblen

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

• 10/2014 → 06/2023
  Mass Mutual Life Insurance Company
  Boston, MA
• 03/2013 → 06/2023
  Mml Investors Services, Llc
  Boston, MA
• 06/2023 → 07/2024
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 06/2023 → 07/2024
  The Penn Mutual Life Insurance Company
  Horsham, PA
• 10/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2023-06-30 → 2024-08-27
  Hornor, Townsend & Kent, Llc
  Wakefield, MA
• 2022-02-28 → 2023-06-27
  Mml Investors Services, Llc
  Boston, MA
  Lake Oswego, OR

Other Businesses

NAME OF ACTIVITY: INSURANCE/BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: NA | POSITION HELD: AGENT MANAGER | ADDRESS: 56 W EMERSON ST, #3, MELROSE, MA 02176 | START DATE: 06/19/2023 | NATURE OF ACTIVITY: INSURANCE SALES | APPROX HRS PER MTH: 40 | APPROX TRADING HRS PER MTH: 40 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-08
• S66 Uniform Combined State Law Examination
  2013-04-23