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Olivia Zaiya

Lido

Los Angeles, CA

Mclean, VA

CRD 6382116

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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
CA RA APPROVED 2024-04-29
TX RA APPROVED 2021-08-19
VA RA APPROVED 2021-08-19
  • CA RA
    APPROVED
    Since 2024-04-29
  • TX RA
    APPROVED
    Since 2021-08-19
  • VA RA
    APPROVED
    Since 2021-08-19

Branch Locations

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

1751 Pinnacle Drive Suite 600, Mclean, VA 22102 • 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
Commonwealth Financial Network San Diego CA 07/2014 06/2018
Callan Capital, Llc La Jolla CA 06/2018 08/2021
Lido Advisors, Llc Bethesda MD 08/2021 Present
  • 07/2014 → 06/2018
    Commonwealth Financial Network
    San Diego, CA
  • 06/2018 → 08/2021
    Callan Capital, Llc
    La Jolla, CA
  • 08/2021 → Present
    Lido Advisors, Llc
    Bethesda, MD
Previous Registrations
  • 2018-06-22 → 2021-09-04
    Callan Capital, Llc
    La Jolla, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-12
  • S63 Uniform Securities Agent State Law Examination
    2017-06-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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