Investment adviser representative · Lido
Stuart H. Katz
CRD 5924533 · Los Angeles, CA
At a glance
Stuart H. Katz is an investment adviser representative with Lido in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stuart’s SEC record dates to 2011, about 15 years ago.
Current advisory firms
- LidoSince July 2021Los Angeles, CA · $43B in regulatory assets
- Idb Lido Wealth, LLCSince June 2023Los Angeles, CA · $478M in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 8 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Stuart’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
- 2 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.
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.