Best Investors
Account
Sign in
Best Investors
Account
Sign in
Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| CA | RA | APPROVED | 2025-12-10 |
| FL | RA | APPROVED | 2025-12-10 |
| NJ | RA | APPROVED | 2025-12-09 |
Branch Locations
10 Independence Blvd Suite 120, Warren, NJ 07059 • 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 |
|---|---|---|---|---|
| Fountainhead Advisors | Warren | NJ | 06/2023 | 12/2025 |
| Wells Fargo | St. Louis | MO | 06/2022 | 08/2022 |
| Rbc | Mount Laurel | NJ | 06/2021 | 08/2021 |
| Student | Mount Laurel | NJ | 06/2013 | 06/2021 |
| Penn State University | State College | PA | 08/2021 | 06/2022 |
| Student | State College | PA | 08/2022 | 06/2023 |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-20 |
Reach out to this advisor