Investment adviser representative · Lido
Jessica D. Fino
CRD 5799540 · Boca Raton, FL
At a glance
Jessica D. Fino is an investment adviser representative with Lido in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jessica’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- LidoSince July 2024Boca Raton, FL · $43B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 5 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jessica’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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