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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Boca Raton, FL

Every SEC-registered investment adviser representative at a Lido office in Boca Raton, A to Z.

4 registered advisors work at Lido in Boca Raton, out of 299 at the firm nationwide; it ranks number 62 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lido advisors in Boca Raton, A to Z

Every Lido advisor →

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

Lido advisors in other cities

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 2

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

How many financial advisors does Lido have in Boca Raton?

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

Is Lido one of the largest advisor employers in Boca Raton?

Lido ranks number 62 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

How do I check a Lido advisor in Boca Raton?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.