Shelby Wells Seivert

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

• 05/2023 → 12/2023
  Echelon Partners Llc
  Manhattan Beach, CA
• 09/2022 → 11/2022
  Owen James
  London
• 05/2020 → 08/2020
  Ficomm Partners
  Los Angeles, CA
• 01/2020 → 05/2022
  University Of San Diego
  San Diego, CA
• 05/2018 → 08/2018
  Echelon Partners Llc
  Manhattan Beach, CA
• 05/2017 → 08/2017
  Manhattan West Asset Management
  Manhattan Beach, CA
• 06/2022 → 08/2022
  Mrktspace
  Encinitas, CA
• 01/2024 → Present
  Lido Advisors, Llc
  San Diego, CA
• 08/2014 → 06/2018
  Mira Costa High School
  Manhattan Beach, CA
• 08/2018 → 12/2019
  University Of Colorado, Boulder
  Boulder, CO
• 06/2022 → 08/2022
  Echelon Partners Llc
  Manhattan Beach, CA
• 12/2022 → 04/2023
  Extended Travel
  Melbourne

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-21