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Adrianne Erickson

Lido

Los Angeles, CA

Dallas, TX

CRD 7594230

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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
FL RA APPROVED 2025-02-07
CA RA APPROVED 2024-05-22
TX RA APPROVED 2022-10-08
  • FL RA
    APPROVED
    Since 2025-02-07
  • CA RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED
    Since 2022-10-08

Branch Locations

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

2101 Cedar Springs Road Suite 650, Dallas, TX 75201 • 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
Rwj Barnabas Health Oceanport NJ 07/2010 06/2022
Lido Advisors, Llc Dallas TX 06/2022 Present
  • 07/2010 → 06/2022
    Rwj Barnabas Health
    Oceanport, NJ
  • 06/2022 → Present
    Lido Advisors, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-08
  • S65 Uniform Investment Adviser Law Examination
    2022-10-08
Other Names
  • Adrianne Simpson

View on SEC IAPD

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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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