Best Investors Account Sign in
Inactive

Ioannis P Haralambous

Lido

Los Angeles, CA

Mclean, VA

CRD 7651453

Claim This Profile
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
NC RA APPROVED 2025-11-04
VA RA APPROVED 2024-03-05
SC RA APPROVED 2024-01-02
CA RA APPROVED 2022-10-28
  • NC RA
    APPROVED
    Since 2025-11-04
  • VA RA
    APPROVED
    Since 2024-03-05
  • SC RA
    APPROVED
    Since 2024-01-02
  • CA RA
    APPROVED
    Since 2022-10-28

Branch Locations

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

1751 Pinnacle Drive Suite 600, Mclean, VA 22102 • 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
Lido Advisors, Llc Los Angeles CA 10/2022 Present
Truist Financial Charlotte NC 03/2021 09/2022
Truist Financial Charlotte NC 12/2017 02/2021
Us Trust Charlotte NC 11/2015 12/2017
  • 10/2022 → Present
    Lido Advisors, Llc
    Los Angeles, CA
  • 03/2021 → 09/2022
    Truist Financial
    Charlotte, NC
  • 12/2017 → 02/2021
    Truist Financial
    Charlotte, NC
  • 11/2015 → 12/2017
    Us Trust
    Charlotte, NC
Designations
  • Certified Financial Planner
Other Names
  • Yianni Haralambous

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

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

More in Los Angeles, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor