Carlos I Arroyo Govea

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 12/2023
  Morgan Stanley
  Columbus, OH
• 07/2021 → 09/2022
  Upstart
  Columbus, OH
• 08/2017 → 06/2021
  Ohio Wesleyan University
  Delaware, OH
• 08/2013 → 06/2017
  Alliance Marc And Eva Stern Math And Science High School
  Los Angeles, CA
• 01/2021 → 07/2021
  Ohio Wesleyan University
  Delaware, OH
• 06/2019 → 08/2019
  Id Tech Camp
  Los Angeles, CA
• 02/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Other Businesses

Uber; not investment related; delivery driver; start date 1/2024; 1-2 hours a month; 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2024-01-10

Other Names

• Carlos I Arroyogovea