Gaetano Anthony Sacco

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

• 09/2010 → 03/2017
  Metlife Securities Inc
  Allentown, PA
• 03/2017 → 07/2019
  Mml Investors Services, Llc
  Iselin, NJ
• 07/2019 → 12/2025
  Fountainhead Capital Management, Llc
  Warren, NJ
• 12/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2019-07-30 → 2026-01-08
  Fountainhead Advisors
  Warren, NJ
• 2017-03-25 → 2019-07-24
  Mml Investors Services, Llc
  Iselin, NJ
• 2013-02-28 → 2017-03-25
  Msi Financial Services, Inc.
  Allentown, PA
  Iselin, NJ

Other Businesses

1) Gaetano Sacco, sole proprietor of insurance - life, disability, long-term care, and casualty - in New Jersey since 10/2010. 40 hours per month with varying hours during trade day. 2) Cornerstone Study Group; 501c(3) focused on investment learning and development; Red Bank, NJ since 1/2017; President; less than 5 hours per month; preside over member meetings 3) Advisorhub LLC; investment related; Houston, TX; since 12/2025; advisory council; less than 5 hours per month; Providing insights and perspectives on the challenges and opportunities facing financial advisors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-16
• S63 Uniform Securities Agent State Law Examination
  2010-10-21

Other Names

• Gaetano Sacco