Brian Philip Alan Estep

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

• 01/2014 → 09/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 01/2014 → 09/2017
  Tiaa
  Denver, CO
• 09/2017 → 11/2024
  Raymond James Financial Services,Inc
  Fort Collins, CO
• 05/2019 → 11/2024
  Raymond James Financial Services Advisors Inc.
  Fort Collins, CO
• 11/2024 → 03/2026
  Mercer Global Advisors Inc.
  Fort Collins, CO
• 04/2026 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2024-11-01 → 2026-04-08
  Mercer Global Advisors Inc.
  Denver, CO
  Fort Collins, CO
• 2019-05-01 → 2024-11-07
  Raymond James Financial Services Advisors, Inc
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

1. Rental Property; Investment-related; 225 Humboldt Drive, Livermore, CO, 80536; Rental Real Estate; Owner/Proprietor; 05/01/2024; 2-10 hrs. per month; 0-1 hrs. during trading hours; Property owner, coordinate lease terms, tenants, payments, and repairs/maintenance. 2. Life, Accident, Health, and Variable Products Insurance License; Investment-related; 224 Canyon Avenue, Suite 110, Fort Collins, CO 80521; Insurance sales; Insurance Producer; 05/09/2014; 0-1 hrs. per month; 0-1 hrs. during trading hours; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-30
• S63 Uniform Securities Agent State Law Examination
  2014-03-03

Designations

• Certified Financial Planner

Other Names

• Brian P Estep