Kyle Cross (CRD# 7332755) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 5903526
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6223212
J.p. Morgan Securities LLC
CRD# 2661615
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Los Angeles, CA | Aug 2020 - Current | 3 |
| Ucla | Los Angeles, CA | Sep 2017 - Jun 2020 | 2 |
| Pricewaterhouse Coopers | San Francisco, CA | Jun 2019 - Aug 2019 | < 1 |
| Genentech | San Francisco, CA | Jun 2018 - Aug 2018 | < 1 |
| Avanade | Chicago, IL | Aug 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- AL
- AZ
- CA
- CO
- FL
- HI
- IL
- MD
- NV
- NM
- OR
- TX
- UT
- WA
- WY
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Total Assets Under Management19,656MILLIONS
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Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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