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
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Tulsa, OK

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

3 registered advisors work at Lido in Tulsa, out of 299 at the firm nationwide; it ranks number 54 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lido advisors in Tulsa, 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 Tulsa

All Tulsa advisors →

Morgan Stanley 67Merrill Lynch, Pierce, Fenner & Smith Incorporated 52Bok Financial Securities, Inc. 46Edward Jones 41LPL Financial LLC 38Arvest Wealth Management 28Cavanal Hill Investment Management, Inc. 25Cetera Investment Advisers LLC 25State Farm Investment Management Corp. 23Mariner 22Osaic Wealth, Inc. 20Corient 15

Questions

How many financial advisors does Lido have in Tulsa?

3 investment adviser representatives are registered at Lido offices in Tulsa, Oklahoma, 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 Tulsa?

Lido ranks number 54 in Tulsa by registered advisors; Morgan Stanley has the most, with 67.

How do I check a Lido advisor in Tulsa?

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.