Anthony Lourido

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2024 → Present
  Bison Advisors, Llc.
  Hartwell, GA
• 10/2005 → 12/2024
  Key Private Bank
  Palm Beach Gardens, FL

Previous Registrations

• 2004-09-24 → 2005-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach Gardens, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-09-29
• S65 Uniform Investment Adviser Law Examination
  2004-09-22

Designations

• Chartered Financial Analyst