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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-04 |
| CA | RA | APPROVED | 2022-09-06 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Nw Corporate Boulevard Suite 110, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lido Advisors, Llc | Boca Raton | FL | 04/2022 | Present |
| Sei Investments | Oaks | PA | 04/2021 | 04/2022 |
| Penn State University | University Park | PA | 05/2015 | 12/2020 |
| Uwchlan Township | Exton | PA | 05/2014 | 05/2018 |
| Unemployed | Exton | PA | 12/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-06 |
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