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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Ohio

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

5 registered advisors work at Lido in Ohio, out of 287 nationwide; it's the firm's number 9 state by advisors, and the most are in New Albany (5). 1 list the CFP designation and 3 are also registered broker representatives.

Lido advisors by city in Ohio

Every firm in Ohio →

New Albany 5

Lido advisors in Ohio, A to Z

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

Lido in other states

California 169Illinois 19New York 16Colorado 14New Jersey 11Texas 9Utah 9Wisconsin 9Washington 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3

Questions

How many Lido financial advisors are in Ohio?

5 investment adviser representatives are registered at Lido offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Where in Ohio does Lido have the most advisors?

New Albany, with 5. Lido has advisors in 1 city in Ohio.

How do I check a Lido advisor in Ohio?

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.