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Senior Managing Director & Co-Ceo · Lido

Kenneth A. Stern

CRD 1754133 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Lido, an SEC-registered wealth manager based in LOS Angeles, CA with $42.5 billion in regulatory assets, lists Kenneth A. Stern on its Form ADV as Senior Managing Director & Co-Ceo, a control person. The SEC filings also name Kenneth at 1 other registered adviser.

Firms and roles

  • LidoSenior Managing Director & Co-CeoWealth manager · LOS Angeles, CA · $43B in regulatory assets
  • IDB Lido Wealth, LLCDirector and ManagerWealth manager · New York, NY · $478M in regulatory assets

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Kenneth on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.