Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in New York
Every SEC-registered investment adviser representative at a Lido office in New York, by city and A to Z.
16 registered advisors work at Lido in New York, out of 287 nationwide; it's the firm's number 3 state by advisors, and the most are in New York (16). 5 list the CFP designation and 0 are also registered broker representatives.
Lido advisors by city in New York
Every firm in New York →Lido advisors in New York, A to Z
Search by name →- Raul AcevedoNew York
- Keith G. AndreasenNew York · Certified Financial Planner
- Stacy L. BeattieNew York
- Davis H. BellNew York
- Luke A. BenderNew York
- Henry R. ChausseeNew York · Certified Financial Planner
- Nicholas DoddoNew York
- Kamarra FreemanNew York
- David S. HaddadNew York
- Victor IsidroNew York
- Elias KaplanNew York · Certified Financial Planner
- Max S. MahrNew York
- Evan R. MenendezNew York
- Griffin W. MorganNew York · Certified Financial Planner
- Joseph E. RomeoNew York · Certified Financial Planner
- Andrew K. WissellNew York
Lido advisors in every state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lido in other states
California 169Illinois 19Colorado 14New Jersey 11Texas 9Utah 9Wisconsin 9Ohio 5Washington 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3
Questions
How many Lido financial advisors are in New York?
16 investment adviser representatives are registered at Lido offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in New York does Lido have the most advisors?
New York, with 16. Lido has advisors in 1 city in New York.
How do I check a Lido advisor in New York?
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.