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Ford Schipporeit Van Winkle

Lido

Los Angeles, CA

Bellevue, WA

CRD 6758260

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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
TX RA APPROVED 2025-08-27
CA RA APPROVED 2025-05-15
WA RA APPROVED 2025-05-15
  • TX RA
    APPROVED
    Since 2025-08-27
  • CA RA
    APPROVED
    Since 2025-05-15
  • WA RA
    APPROVED
    Since 2025-05-15

Branch Locations

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

10900 Ne 8Th Street Suite 1670, Bellevue, WA 98004 • 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
Fisher Investments Tampa FL 06/2016 11/2023
Freestone Capital Management, Llc Seattle WA 11/2023 03/2025
Lido Advisors, Llc Los Angeles CA 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-18
  • S65 Uniform Investment Adviser Law Examination
    2017-04-18
Other Names
  • Ford Van Winkle

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

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