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Inactive

William Nail

Lido

Los Angeles, CA

San Diego, CA

CRD 7795859

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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 2023-11-07
  • CA RA
    APPROVED
    Since 2023-11-07

Branch Locations

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

11988 El Camino Real Suite 650, San Diego, CA 92130 • 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
Lido Advisors, Llc San Diego CA 08/2023 Present
First Republic Bank Newport Beach CA 06/2022 08/2022
The Finnish Long Drink Santa Clara CA 10/2021 06/2023
Santa Clara University Santa Clara CA 09/2019 06/2023
Greenwich High School Greenwich CT 08/2016 06/2019
  • 08/2023 → Present
    Lido Advisors, Llc
    San Diego, CA
  • 06/2022 → 08/2022
    First Republic Bank
    Newport Beach, CA
  • 10/2021 → 06/2023
    The Finnish Long Drink
    Santa Clara, CA
  • 09/2019 → 06/2023
    Santa Clara University
    Santa Clara, CA
  • 08/2016 → 06/2019
    Greenwich High School
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Other Names
  • Billy Nail

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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