Gavin J Stellpflug

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

• 07/2024 → 10/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2022 → 05/2024
  Rutgers University
  New Brunswicks, NJ
• 08/2020 → 05/2022
  University Of Maryland
  College Park, MD
• 08/2016 → 06/2022
  Somerville High School
  Somerville, NJ
• 07/2021 → 08/2021
  Self-Employed Coach
  Branchburg, NJ
• 11/2019 → 08/2020
  Diamond Nation
  Flemington, NJ
• 08/2019 → 08/2020
  Panateris Pizza
  Branchburg, NJ
• 11/2024 → 07/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 01/2025 → 07/2025
  Bank Of America, N.A.
  Pennington, NJ
• 07/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2024-12-23 → 2025-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 2024-09-09 → 2024-10-28
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Gavin James Stellpflug