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Inactive

Thomas G Petrocelli

Lido

Los Angeles, CA

Warren, NJ

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Current Employers
Lido

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-07
CA RA APPROVED 2025-12-08
  • NJ RA
    APPROVED
    Since 2026-01-07
  • CA RA
    APPROVED
    Since 2025-12-08

Branch Locations

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

10 Independence Blvd Suite 120, Warren, NJ 07059 • 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
Fountainhead Asset Management, Llc Warren NJ 07/2019 12/2025
Bloomberg Lp New York NY 06/2018 06/2019
Bloomberg Lp New York NY 06/2017 08/2017
Milluk Inc Budd Lake NJ 05/2016 05/2017
Bentley University Waltham MA 08/2014 05/2018
Lido Advisors, Llc Los Angeles CA 12/2025 Present
  • 07/2019 → 12/2025
    Fountainhead Asset Management, Llc
    Warren, NJ
  • 06/2018 → 06/2019
    Bloomberg Lp
    New York, NY
  • 06/2017 → 08/2017
    Bloomberg Lp
    New York, NY
  • 05/2016 → 05/2017
    Milluk Inc
    Budd Lake, NJ
  • 08/2014 → 05/2018
    Bentley University
    Waltham, MA
  • 12/2025 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-30
  • S65 Uniform Investment Adviser Law Examination
    2022-11-30

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
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NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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