Nicholas Doddo (CRD# 7218557) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lido Advisors, LLC | Dallas, TX | Jan 2020 - Current | 4 |
| Unemployed | New York, NY | Sep 2019 - Dec 2019 | < 1 |
| Veritonic Inc. | New York, NY | Mar 2019 - Sep 2019 | < 1 |
| Unemployed | South Orange, NJ | Apr 2018 - Mar 2019 | < 1 |
| Ayehu Software Technologies Ltd. | New York, NY | Sep 2017 - Apr 2018 | < 1 |
| Travel | Italy, | Jun 2017 - Sep 2017 | < 1 |
| Mvp Systems Software | Farmington, CT | Jun 2016 - May 2017 | < 1 |
| University Of Hartford | West Hartford, CT | Sep 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- AL
- DE
- LA
- MA
- NY
- NC
- TX
- VA
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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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