Eric Christopher Furstner

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

• 03/1999 → 12/2025
  Mass Mutual
  Walnut Creek, CA
• 06/1999 → 08/2018
  Mml Investors Services, Llc
  Walnut Creek, CA
• 05/1997 → Present
  The Furstner Group, Inc.
  Walnut Creek, CA
• 09/2018 → 12/2025
  Fountainhead Capital Management, Llc
  San Ramon, CA
• 12/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2018-09-07 → 2026-01-08
  Fountainhead Advisors
  Danville, CA
• 2000-08-24 → 2018-10-08
  The Furstner Group, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
• 1999-07-09 → 2018-09-11
  Mml Investors Services, Llc
  Saratoga, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  Walnut Creek, CA
  Pleasanton, CA

Other Businesses

Principal for Eric Furstner in Chandler, AZ since 3/1987. Sell and service insurance clients. Approximately 5 hours per month with 1-2 hours during trading hours per week. Servicing insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant