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Ramsey Michael Andrijevich

Lido

Leawood, KS

Los Angeles, CA

CRD 6218872

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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:

Current Employers
Lido

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-08-11
KS RA APPROVED 2025-12-05
TX RA APPROVED 2024-03-08
FL RA APPROVED 2023-10-16
CA RA APPROVED 2023-06-13
  • MO RA
    APPROVED
    Since 2026-08-11
  • KS RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED
    Since 2024-03-08
  • FL RA
    APPROVED
    Since 2023-10-16
  • CA RA
    APPROVED
    Since 2023-06-13

Branch Locations

5251 West 116Th Place Suite 200, Leawood, KS 66211 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Foundation Advisors Irvine CA 01/2020 06/2023
Purus Wealth Management, Llc Newport Beach CA 10/2018 04/2019
Waddell & Reed Overland Park KS 07/2016 09/2017
Waddell & Reed Riverside CA 10/2017 09/2018
First Foundation Advisors Irvine CA 04/2019 12/2019
Lido Advisors, Llc Los Angeles CA 06/2023 Present
  • 01/2020 → 06/2023
    First Foundation Advisors
    Irvine, CA
  • 10/2018 → 04/2019
    Purus Wealth Management, Llc
    Newport Beach, CA
  • 07/2016 → 09/2017
    Waddell & Reed
    Overland Park, KS
  • 10/2017 → 09/2018
    Waddell & Reed
    Riverside, CA
  • 04/2019 → 12/2019
    First Foundation Advisors
    Irvine, CA
  • 06/2023 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-04
  • S65 Uniform Investment Adviser Law Examination
    2020-06-04
Designations
  • Certified Financial Planner
Other Names
  • Ramsey Lane
  • Ramsey Michael Lane

View on SEC IAPD

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