Alexandra Marie Browne

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

• 08/2016 → 12/2020
  Lido Advisors, Llc
  Los Angeles, CA
• 01/2021 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 01/2024 → 04/2024
  Idb Lido Wealth, Llc
  New York, NY

Previous Registrations

• 2024-04-02 → 2024-04-10
  Idb Lido Wealth, Llc
  New York, NY
  Dallas, TX
• 2014-10-09 → 2015-07-22
  Lido Advisors
  Dallas, TX

Other Businesses

1) Personal travel company since 4/2023 in Dallas, TX. Approximately 5 hours per month outside of trade hours. 2) Member of Mays Business School Dean's Advisory Board at Texas A&M University in College Station, TX since June 2024. The board seat is primarily deals in fundraising, corporate relations, and program development for MBS. Expects to dedicate approx. 1-5 hours/month and 2 full days per year for board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-09

Other Names

• Alexandra Marie Kazura
• Ali Marie Browne
• Alexandra Browne