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1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-26 |
| CA | RA | APPROVED | 2023-04-25 |
| NY | RA | APPROVED | 2023-04-25 |
Branch Locations
1114 6Th Avenue, 9Th Floor, New York, NY 10036 • United States
477 Madison Avenue 6Th Floor, New York, NY 10022 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-09 |
| NY | RA | APPROVED | 2022-08-09 |
Branch Locations
489 Fifth Avenue 2Nd Floor, New York, NY 10017 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Brooklyn | NY | 09/2019 | 07/2022 |
| Student | Brooklyn | NY | 09/2011 | 09/2019 |
| Lido Advisors, Llc | Manhattan | NY | 07/2022 | Present |
| Idb Lido Wealth, Llc | New York | NY | 04/2023 | Present |
David Haddad is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Haddad is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-24 |
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