Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Utah

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

8 registered advisors work at Lido in Utah, out of 299 nationwide; it's the firm's number 8 state by advisors, and the most are in Cottonwood Heights (8). 0 list the CFP designation and 0 are also registered broker representatives.

Lido advisors by city in Utah

Every firm in Utah →

Cottonwood Heights 8

Lido advisors in Utah, 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

California 203New York 14Colorado 12Wisconsin 11New Jersey 9Illinois 8Texas 8Michigan 5Washington 5Florida 3Massachusetts 3

Questions

How many Lido financial advisors are in Utah?

8 investment adviser representatives are registered at Lido offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 299 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Lido have the most advisors?

Cottonwood Heights, with 8. Lido has advisors in 1 city in Utah.

How do I check a Lido advisor in Utah?

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.