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Lido CRD 269866
$42.5B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED_RES | 2025-12-15 |
Branch Locations
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stuart Chaussée & Associates, Inc. | Beverly Hills | CA | 02/2012 | Present |
| Lido Advisors, Llc | Los Angeles | CA | 12/2025 | Present |
Stuart Chausée & Associates, Inc. Registered Investment Adviser. President. 2/2012 - Present. Provide subadvisory asset management services to Lido Advisors. 100+ hours per month, primarily during securities trading hours. Self-employed author, Beverly Hills, CA. Author personal finance and investment books beginning in 2002. Hours per month vary, but minimal during working hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-21 |
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