Scott Matthew Berman

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

• 02/2013 → 07/2019
  Triad Advisors, Inc.
  Norcross, GA
• 02/2013 → 03/2020
  Coliseum Wealth Management, Llc
  Rockville, MD
• 06/2019 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2013-03-27 → 2020-06-25
  Coliseum Wealth Management, Llc
  Rockville, MD
• 1999-09-02 → 2013-03-01
  Ameriprise Financial Services, Llc
  Mclean, VA
  North Bethesda, MD

Other Businesses

THE HEDGEHOG GROUP; not investment related; president/owner; sales and business consulting services, 1-5 hrs/month; 1-5 hrs/month during trading

Exams

• S66 Uniform Combined State Law Examination
  1999-05-18

Other Names

• Scott M Berman