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 5 of 6

• Benjamin SamoylovCRD 7894307 · Ann Arbor, MI
  IA Registered
• Sanjeev SardanaCRD 2526055 · Los Angeles, CA
  IA Registered
• Greg Robert SatzCRD 1636767 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Patrick M SavageCRD 4247229 · Mequon, WI
  IA RegisteredRegistration inactive
• Kayla Suzanne SchneiderCRD 7230460 · Mequon, WI
  IA Registered
• Lewis Dorian ShoreCRD 810568 · New Albany, OH
  IA RegisteredBroker
• Channing Stice SmithCRD 4945661 · Tulsa, OK
  IA Registered
• Howard Jay SpielbergCRD 4131780 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Nathan StaggCRD 7816354 · Cottonwood Heights, UT
  IA RegisteredRegistration inactive
• Andrew David StewartCRD 6169435 · Ann Arbor, MI
  IA Registered
• Natalie Ann StoverCRD 8098770 · Scottsdale, AZ
  IA Registered
• Eric SagadinCRD 6431290 · Chicago, IL
  IA RegisteredRegistration inactive
• Shannon Luann SahliCRD 7788935 · Dallas, TX
  IA Registered
• James Scott SavageCRD 6633644 · Chicago, IL
  IA RegisteredRegistration inactive
• Matthew Henry SealyCRD 7590287 · San Diego, CA
  IA Registered
• Shelby Wells SeivertCRD 7935301 · Los Angeles, CA
  IA Registered
• Jacob R ShoemakerCRD 8045892 · New Albany, OH
  IA Registered
• Jacob Thomas SilversteinCRD 7277765 · Edina, MN
  IA Registered
• Gavin J StellpflugCRD 7872089 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Derek Robert TamCRD 5000215 · San Francisco, CA
  IA Registered
• Valerie Anne TannerCRD 4929731 · Cottonwood Heights, UT
  IA RegisteredRegistration inactive
• Eric H. TaslitzCRD 2746891 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Austin Martin TaylorCRD 6786556 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Jonathan Archer TeranCRD 3165394 · Dallas, TX
  IA Registered
• Tyler J TevichCRD 7148408 · Mequon, WI
  IA RegisteredRegistration inactive
• Andrew Dane TheodoreCRD 6545045 · Boulder, CO
  IA RegisteredRegistration inactive
• Vekevia Eltavice Tillman-JonesCRD 5850678 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Peter Thomas TyackCRD 7924961 · New Albany, OH
  IA Registered
• Grant Daniel VahallaCRD 5586400 · San Diego, CA
  IA RegisteredRegistration inactive
• Joel Harding Van BurenCRD 7438091 · Ann Arbor, MI
  IA Registered
• Brendan William Van CleveCRD 4957502 · San Diego, CA
  IA Registered
• Ford Schipporeit Van WinkleCRD 6758260 · Bellevue, WA
  IA Registered
• Jessica Lily VongsaphayCRD 7780271 · Los Angeles, CA
  IA Registered
• Andrew James WallaceCRD 6684812 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Alyssa Lyndsey WeinbergerCRD 6301069 · Los Angeles, CA
  IA Registered
• Jeffrey Joseph WestheimerCRD 5460398 · Los Angeles, CA
  IA Registered
• Dylan Scott WilliamsCRD 6340793 · Bellevue, WA
  IA RegisteredRegistration inactive
• Walker Thomas WilliamsCRD 4816358 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Katherine Ann WohltCRD 5739048 · Mequon, WI
  IA Registered
• Luka Pitesa WaageCRD 8071599 · San Diego, CA
  IA Registered
• Jaron Robert WagnerCRD 7171984 · Denver, CO
  IA Registered
• Justin WalshCRD 7345531 · Dallas, TX
  IA RegisteredRegistration inactive
• Timothy Thomas WalshCRD 6964321 · San Ramon, CA
  IA RegisteredRegistration inactive
• Daniel WeitzmanCRD 7325988 · Los Angeles, CA
  IA Registered
• Jack WildgooseCRD 8082160 · Los Angeles, CA
  IA Registered
• Wesley Mitsuo YamadaCRD 5632103 · San Ramon, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Marya Changizi YoungCRD 4542541 · New Albany, OH
  IA RegisteredBroker
• Olivia ZaiyaCRD 6382116 · Mclean, VA
  IA RegisteredRegistration inactive
• Stephen ZhouCRD 6329297 · San Ramon, CA
  IA RegisteredRegistration inactive
• Gretchen Marie ZierolfCRD 3253177 · Bethesda, MD
  IA Registered

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.