Austin Martin Taylor

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

• 06/2019 → 01/2024
  Foundry Commercial
  Boca Raton, FL
• 02/2024 → 06/2024
  N/A
  Fort Lauderdale, FL
• 07/2024 → 09/2024
  Equitable Advisors, Llc.
  New York, NY
• 05/2018 → 05/2019
  University Of Florida Office Of Real Estate Development
  Gainesville, FL
• 06/2015 → 12/2018
  University Of Florida
  Gainesville, FL
• 01/2018 → 05/2019
  University Of Florida
  Gainesville, FL
• 12/2024 → Present
  Lido Advisors, Llc
  Boca Raton, FL

Previous Registrations

• 2024-09-17 → 2024-10-04
  Equitable Advisors, Llc
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-09-12