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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 | 2025-07-25 |
| CA | RA | APPROVED | 2025-07-21 |
| MI | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exchange Capital Management, Inc. | Ann Arbor | MI | 12/1989 | 07/2025 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2025 | Present |
1) WHISKEY LAKE PARTNERS, LLC; NOT INVESTMENT RELATED; ANN ARBOR, MI; RESIDENT AGENT; FORMED TO ACQUIRE AND MANAGE INTELLECTUAL PROPERTY RIGHTS ASSOCIATED WITH GENERIC TOP-LEVEL DOMAIN NAMES REGISTERED THROUGH AN ICANN ACCREDITIED REGISTRAR; SINCE 01/15/2014; LESS THAN 5 HOURS PER MONTH; and 2) EXCHANGE CAPITAL MANAGEMENT, INC; INVESTMENT RELATED; OFFICER, DIRECTOR & SHAREHOLDER; LEGACY OPERATING ENTITY FOR CORPORATION IN PROCESS OF DISSOLVING; ANN ARBOR, MI SINCE 1989; LESS THAN 5 HOURS PER MONTH; PRESIDE OVER TERMINATION OF OPERATIONS, SETTLE ACCOUNTS PAYABLE, SUBMIT REGULATORY FILING, AND FILE FEDERAL & STATE TAX RETURNS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-09 |
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