Chief Operating Officer · Lido
Stacy L. Beattie
CRD 5401758 · Named on Form ADV at one SEC-registered adviser
At a glance
Lido, an SEC-registered wealth manager based in LOS Angeles, CA with $42.5 billion in regulatory assets, lists Stacy L. Beattie on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- LidoChief Operating OfficerWealth manager · LOS Angeles, CA · $43B in regulatory assets
AtlasMembers
Stacy’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stacy’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
- 3 firmsLocked
- 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.
Colleagues named on the same filings (7)
- Jason J. OzurSenior Managing Director & Co-Chief Executive Officer, Lido
- Jason P. LeeChief Legal Officer, Lido
- Kenneth A. SternSenior Managing Director & Co-Ceo, Lido
- Alexandra M. BrowneSenior Managing Director & Chief Development Officer, Lido
- Elena RoChief Compliance Officer, Lido
2 more people named with Stacy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stacy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.