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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Cottonwood Heights, UT

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

The short answer

8 registered advisors work at Lido in Cottonwood Heights, out of 287 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lido advisors in Cottonwood Heights, 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 161Chicago, IL 19New York, NY 16Mequon, WI 9Warren, NJ 9Dallas, TX 8Boulder, CO 6Bellevue, WA 5New Albany, OH 5Boca Raton, FL 4Denver, CO 4Ann Arbor, MI 3Louisville, CO 3San Diego, CA 3San Ramon, CA 3

Other firms in Cottonwood Heights

All Cottonwood Heights advisors →

Sofi Wealth LLC 26Charles Schwab & Co., Inc. 18Raymond James & Associates, Inc. 14Wells Fargo Advisors Financial Network, LLC 11LPL Financial LLC 9Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5M2 Financial LLC 4Sequoia Financial Group, L.L.C. 4Strategic Advisers LLC 4S20 Capital, LLC 3

Questions

How many financial advisors does Lido have in Cottonwood Heights?

8 investment adviser representatives are registered at Lido offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 287 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lido one of the largest advisor employers in Cottonwood Heights?

Lido ranks number 6 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.

How do I check a Lido advisor in Cottonwood Heights?

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.