Adam Christopher Osterling

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

• 06/2017 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2017 → 10/2024
  Shore Morgan Young
  Worthington, OH
• 11/2016 → 01/2017
  Morgan Stanley
  Columbus, OH
• 10/2024 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Other Businesses

LIDO ADVISORS, L.L.C. POSITION: Position: Vice President, Wealth Adviser,Full Time Employee, IAR, Member NATURE: Financial Services, RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/04/2024 ADDRESS: 1875 Century Park East, Suite 950, Los Angeles CA 90067, United States DESCRIPTION: Advising clients on financial services and products, developing new business. Managing existing relationships, meeting with prospects.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-25

Designations

• Certified Financial Planner