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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in California

Every SEC-registered investment adviser representative at a Lido office in California, by city and A to Z.

The short answer

169 registered advisors work at Lido in California, out of 287 nationwide; it's the firm's number 1 state by advisors, and the most are in Los Angeles (161). 45 list the CFP designation and 2 are also registered broker representatives.

Lido advisors by city in California

Every firm in California →

Los Angeles 161San Diego 3San Ramon 3Los Gatos 2

Lido advisors in California, A to Z

Search by name →

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

Lido in other states

Illinois 19New York 16Colorado 14New Jersey 11Texas 9Utah 9Wisconsin 9Ohio 5Washington 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3

Questions

How many Lido financial advisors are in California?

169 investment adviser representatives are registered at Lido offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 45 list the CFP designation and 2 are also registered as broker representatives.

Where in California does Lido have the most advisors?

Los Angeles, with 161, then San Diego (3). Lido has advisors in 4 cities in California.

How do I check a Lido advisor in California?

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.