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Max Sandor Mahr

Lido

New York, NY

Los Angeles, CA

CRD 7759827

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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
CA RA APPROVED 2026-02-05
NY RA APPROVED 2026-02-05
  • CA RA
    APPROVED
    Since 2026-02-05
  • NY RA
    APPROVED
    Since 2026-02-05

Branch Locations

489 Fifth Avenue 2Nd Floor, New York, NY 10017 • United States

1875 Century Park East Suite 950, Los Angeles, CA 90067 • 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
H.C. Wainwright & Co., Llc New York NY 05/2024 01/2026
Morgan Stanley Baltimore MD 07/2023 02/2024
Bates College Lewiston ME 08/2019 05/2020
University Of Wisconsin Madison WI 08/2020 05/2023
Middle And High School Westport CT 05/2014 05/2019
Unemployed - Moving New York NY 02/2024 05/2024
Lido Advisors, Llc Los Angeles CA 01/2026 Present
  • 05/2024 → 01/2026
    H.C. Wainwright & Co., Llc
    New York, NY
  • 07/2023 → 02/2024
    Morgan Stanley
    Baltimore, MD
  • 08/2019 → 05/2020
    Bates College
    Lewiston, ME
  • 08/2020 → 05/2023
    University Of Wisconsin
    Madison, WI
  • 05/2014 → 05/2019
    Middle And High School
    Westport, CT
  • 02/2024 → 05/2024
    Unemployed - Moving
    New York, NY
  • 01/2026 → Present
    Lido Advisors, Llc
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-05
S63 Uniform Securities Agent State Law Examination 2024-08-29
  • S65 Uniform Investment Adviser Law Examination
    2026-02-05
  • S63 Uniform Securities Agent State Law Examination
    2024-08-29
Other Names
  • Max S Mahr

View on SEC IAPD

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