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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-20 |
| NY | RA | APPROVED | 2025-11-20 |
| FL | RA | APPROVED | 2023-01-10 |
| GA | RA | APPROVED | 2022-10-20 |
| TX | RA | APPROVED_RES | 2022-07-31 |
| CA | RA | APPROVED | 2016-02-04 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
115 Perimeter Center Place Suite 875, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Planning Solutions/Ken Stern & Associates | San Diego | CA | 01/2016 | 12/2018 |
| Lido Advisors, Llc | Atlanta | GA | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-25 |
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