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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-31 |
| NY | RA | APPROVED | 2026-07-31 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
489 Fifth Avenue 2N Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Wealth Advisors | New York | NY | 01/2019 | 01/2022 |
| Mariner Wealth Adivsors | New York | NY | 09/2021 | 01/2022 |
| Mish Guru | Brooklyn | NY | 10/2018 | 12/2018 |
| Camp Scatico | Elizaville | NY | 06/2013 | 08/2018 |
| Student | Woodcliff Lake | NJ | 08/2011 | 06/2018 |
| Lido Advisors, Llc | Los Angeles | CA | 07/2026 | Present |
| Kore Private Wealth | New York | NY | 01/2022 | 09/2025 |
| Satovksy Asset Management | New York | NY | 09/2025 | 07/2026 |
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