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Matthew Thomas Haas

Lido

Los Angeles, CA

Mequon, WI

CRD 6090449

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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
FL RA APPROVED 2024-12-18
TX RA APPROVED 2024-12-10
CA RA APPROVED 2024-12-03
WI RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-10
  • CA RA
    APPROVED
    Since 2024-12-03
  • WI RA
    APPROVED
    Since 2024-12-03

Branch Locations

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

1333 West Towne Square Road, Mequon, WI 53092 • 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
Pegasus Partners Ltd. Mequon WI 05/2015 12/2024
Lido Advisors, Llc Mequon WI 12/2024 Present
  • 05/2015 → 12/2024
    Pegasus Partners Ltd.
    Mequon, WI
  • 12/2024 → Present
    Lido Advisors, Llc
    Mequon, WI
Previous Registrations
  • 2015-06-10 → 2025-01-31
    Pegasus Partners
    Mequon, WI
  • 2012-09-11 → 2015-09-25
    Balasa Dinverno Foltz Llc
    Itasca, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-10
  • S65 Uniform Investment Adviser Law Examination
    2012-09-10
Designations
  • Certified Financial Planner

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

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