Lido

Firm record

As recorded in SEC IAPD

Firm CRD

269866

SEC number

801-100433

Firm type

RIA

Assets under management

$42.5B as of Jun 25, 2026

Website

www.lidoadvisors.com ↗

Phone

800-301-5436

Address

1875 Century Park East, Los Angeles, CA, 90067

Advisors at this firm

251 in our index · page 4 of 6

• Brendan LoganCRD 8224101 · Wellesley, MA
  IA Registered
• Barbara Katrien LommenCRD 6649911 · Boulder, CO
  IA Registered
• Thomas Peter McdonnellCRD 5424182 · Bellevue, WA
  IA RegisteredRegistration inactive
• Melinda Kathleen MchughCRD 4625131 · Boca Raton, FL
  IA RegisteredRegistration inactive
• John Michael McinerneyCRD 5751820 · Red Bank, NJ
  IA RegisteredRegistration inactive
• Michael Ryan McmullinCRD 6897364 · Boulder, CO
  IA RegisteredRegistration inactive
• Kevin Daniel McveighCRD 1513999 · Ann Arbor, MI
  IA Registered
• Noah Scott MelquistCRD 7758245 · Ann Arbor, MI
  IA Registered
• Joshua Robert MillerCRD 4395410 · Johnstown, CO
  IA Registered
• Jotham Zachary MonsmaCRD 3255817 · Ann Arbor, MI
  IA Registered
• Peter Tsutae MorimotoCRD 2790731 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Max Sandor MahrCRD 7759827 · New York, NY
  IA RegisteredRegistration inactive
• Tariq Elijah MaidenCRD 6702353 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Matthew Scott MeenanCRD 7388095 · Dallas, TX
  IA Registered
• Evan R MenendezCRD 7852017 · New York, NY
  IA RegisteredRegistration inactive
• Thomas Edwin MirthCRD 7494714 · Atlanta, GA
  IA RegisteredRegistration inactive
• Jon Ryan MorganCRD 1977682 · New Albany, OH
  IA RegisteredBroker
• Erick Scot NewtonCRD 2318675 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jerry Anthony NigroCRD 2294851 · Wellesley, MA
  IA RegisteredRegistration inactive
• William NailCRD 7795859 · San Diego, CA
  IA Registered
• Brooke Emily NapiwockiCRD 6348351 · Mequon, WI
  IA RegisteredRegistration inactive
• Yeugenia NapoliCRD 5190703 · Warren, NJ
  IA RegisteredBroker
• Tyler Richard OlsenCRD 4588424 · Louisville, CO
  IA RegisteredRegistration inactive
• Janice Mitsuko OsugiCRD 4012340 · Los Angeles, CA
  IA Registered
• Jason Jay OzurCRD 5734834 · Los Angeles, CA
  IA Registered
• Kelly Nicole OliverCRD 6679582 · Bethesda, MD
  IA RegisteredRegistration inactive
• Corrina Elizabeth OlsonCRD 6808711 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Adam Christopher OsterlingCRD 6730087 · New Albany, OH
  IA RegisteredBroker
• Roberto Mario ParedesCRD 2356937 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Christopher Gene PetersonCRD 5856480 · Atlanta, GA
  IA Registered
• Scott Stoddard PoelmanCRD 5802068 · Cottonwood Heights, UT
  IA Registered
• Jonathan PadrnosCRD 7661306 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Alexandra B PapellCRD 6960306 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Ashish Paresh PatelCRD 7251735 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Steven James RalffCRD 2851558 · Warren, NJ
  IA RegisteredRegistration inactive
• Michael Robert ReidCRD 1103910 · Ann Arbor, MI
  IA Registered
• Robert Philip RenshawCRD 4675193 · Warren, NJ
  IA Registered
• Candice RichardsonCRD 6485888 · Los Angeles, CA
  IA Registered
• Marc Bruce RockCRD 2469584 · Warren, NJ
  IA Registered
• Paris Isabella RodriguezCRD 5482077 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Richard Alan RosenthalCRD 2837502 · Chicago, IL
  IA Registered
• Matthew James RossCRD 7758184 · Ann Arbor, MI
  IA RegisteredRegistration inactive
• Paul Patrick RyanCRD 5355400 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Rebecca Ann RangCRD 7379743 · Los Angeles, CA
  IA Registered
• Daniel Thomas ReardonCRD 7260092 · Dallas, TX
  IA Registered
• Brian ReisnerCRD 7826289 · Los Angeles, CA
  IA Registered
• Gregory Paul RobitshekCRD 7979285 · Los Angeles, CA
  IA Registered
• Joseph Emanuel RomeoCRD 6225039 · New York, NY
  IA RegisteredRegistration inactive
• Thomas Franz RyanCRD 7424600 · Los Angeles, CA
  IA Registered
• Gaetano Anthony SaccoCRD 5842684 · Warren, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.