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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Los Angeles, CA

Every SEC-registered investment adviser representative at a Lido office in Los Angeles, A to Z.

The short answer

161 registered advisors work at Lido in Los Angeles, out of 287 at the firm nationwide; it ranks number 5 in the city by advisors. 43 list the CFP designation and 1 are also registered broker representatives.

Lido advisors in Los Angeles, A to Z

Every Lido advisor →

Lido advisors in every city and state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lido advisors in other cities

Chicago, IL 19New York, NY 16Mequon, WI 9Warren, NJ 9Dallas, TX 8Cottonwood Heights, UT 7Boulder, CO 6Bellevue, WA 5New Albany, OH 5Boca Raton, FL 4Denver, CO 4Ann Arbor, MI 3Louisville, CO 3San Diego, CA 3San Ramon, CA 3

Other firms in Los Angeles

All Los Angeles advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 341J.P. Morgan Securities LLC 308Capital Client Group, Inc. 288Morgan Stanley 199UBS Financial Services Inc. 137Wells Fargo Clearing Services, LLC 127Rockefeller Financial LLC 98Seia 71Capital Group Private Client Services, Inc. 70MML Investors Services, LLC 58Strategic Advisers LLC 55RBC Securities, Inc. 49

Questions

How many financial advisors does Lido have in Los Angeles?

161 investment adviser representatives are registered at Lido offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 287 nationwide. 43 list the CFP designation and 1 are also registered as broker representatives.

Is Lido one of the largest advisor employers in Los Angeles?

Lido ranks number 5 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 341.

How do I check a Lido advisor in Los Angeles?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lido office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.