Zachary Adam Schneider

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

• 01/2012 → 01/2022
  1St Fidelity Loan Servicing
  Boca Raton, FL
• 02/2022 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 06/2023 → Present
  Idb Lido Wealth, Llc
  New York, NY

Other Businesses

1) Zachary Schneider is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York. Mr. Schneider is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities. // 2) Coin Crown LLC; not investment related; Delray Beach, FL since 9/2026; Buying, collecting and re-selling physical coins; Investor/Member; 6-10 hours per month outside trading hours; Handle accounting, packing, and shipping.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-04