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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
| CA | RA | APPROVED | 2025-07-21 |
| MI | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
110 Miller Avenue First Floor, Ann Arbor, MI 48104 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exchange Capital Management, Inc. | Ann Arbor | MI | 11/1995 | 07/2025 |
| Lido Advisors, Llc | Ann Arbor | MI | 07/2025 | Present |
EXCHANGE CAPITAL MANAGEMENT, INC; INVESTMENT RELATED; SHAREHOLDER; LEGACY OPERATING ENTITY FOR CORPORATION IN PROCESS OF DISSOLVING; ANN ARBOR, MI SINCE 1995; LESS THAN 5 HOURS PER MONTH; PRESIDE OVER TERMINATION OF OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 1991-11-08 |
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