Colin Charles Grover

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

• 02/2016 → 09/2020
  Portfolio Solutions, Llc
  Troy, MI
• 10/2020 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2016-04-05 → 2020-12-04
  Liberty Wealth Advisors, Llc
  Troy, MI
• 2013-09-25 → 2017-11-04
  Liberty Wealth Advisors, Llc
  Stamford, CT
  Stamford, CT
• 2012-04-26 → 2013-07-11
  Cetera Wealth Services, Llc
  Stamford, CT
• 2011-05-11 → 2012-04-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westport, CT
  Wesport, CT
  Westport, CT
  New York, NY
• 2007-07-02 → 2011-03-30
  People'S Securities, Inc.
  Bridgeport, CT
  Fairfield, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-29
• S63 Uniform Securities Agent State Law Examination
  2007-03-05

Designations

• Certified Financial Planner

Other Names

• Colin Charles Grover
• Colin Grover