Daniel-Elijah Valverde

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

• 09/2025 → 06/2026
  Fisher Investments
  Plano, TX
• 01/2025 → 05/2025
  Doordash
  Tucson, AZ
• 08/2024 → 02/2025
  Corespaces
  Tucson, AZ
• 05/2024 → 08/2024
  1909 Temecula
  Temecula, CA
• 09/2020 → 07/2021
  Chick-Fil-A
  Puyallup, WA
• 06/2020 → 09/2020
  Alaska Packaging Lumber
  Tacoma, WA
• 01/2015 → 06/2020
  Unemployed
  Puyallup, WA
• 07/2021 → 05/2024
  Unemployed
  Puyallup, WA
• 05/2025 → 09/2025
  Unemployed
  Puyallup, WA
• 07/2026 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2026-01-05 → 2026-06-22
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-05