Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors
Every SEC-registered investment adviser representative at Lido, by the state and city of the office they work from.
299 registered advisors work at Lido, in 19 states and 27 cities; the most are in Los Angeles, CA (194). 0 list the CFP designation and 7 are also registered broker representatives.
Search every Lido advisor by name →Lido: assets, clients and custodians →
Cities with the most Lido advisors
Los Angeles, CA 194New York, NY 14Mequon, WI 11Chicago, IL 8Cottonwood Heights, UT 8Warren, NJ 8Boulder, CO 7Dallas, TX 7Ann Arbor, MI 5Bellevue, WA 5Denver, CO 4San Diego, CA 4San Ramon, CA 4Wellesley, MA 3Bethesda, MD 2Boca Raton, FL 2New Albany, OH 2Tulsa, OK 2Edina, MN 1Franklin, TN 1Houston, TX 1Johnstown, CO 1Los Gatos, CA 1Orlando, FL 1Red Bank, NJ 1Scottsdale, AZ 1St. Louis, MO 1
Lido advisors by state
Questions
How many financial advisors does Lido have?
299 investment adviser representatives are registered with Lido, according to the SEC's Investment Adviser Public Disclosure records, in 19 states and 27 cities. 0 list the CFP designation and 7 are also registered as broker representatives.
Where does Lido have the most advisors?
Los Angeles, CA, with 194 registered advisors, then New York, NY (14). By state, California has the most, with 203.
How do I find a Lido financial advisor near me?
Pick your state below, then your city, to see every Lido advisor registered at an office there. Each one 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. An advisor registered at Lido offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →