Lido Advisors, LLC

Lido Advisors, LLC (CRD# 269866) is a financial advisory firm headquartered in Los Angeles, CA. They manage $4,086,490,627 in 4,625 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,086
    MILLION
  • Total Number of Accounts
    4,625
    ACCOUNTS
  • Average Account Value
    $883,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Lido Advisors, LLC
Showing 1 - 10 of 47 top financial advisors.
1
Brandon N. Adrian
CRD#: 4479205
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Brandon Adrian (CRD# 4479205) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 18 years of experience in the finance industry.

2
Jason B. Blumberg
CRD#: 6087644
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Jason Blumberg (CRD# 6087644) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

3
Hanna M. Brandt
CRD#: 6526774
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Hanna Brandt (CRD# 6526774) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

4
Scott D. Brokaw
CRD#: 6217311
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Scott Brokaw (CRD# 6217311) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

5
Alexandra M. Browne
CRD#: 6397152
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Alexandra Browne (CRD# 6397152) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

6
Michael R. Burke
CRD#: 4724398
Redding, CT

Michael Burke (CRD# 4724398) is an Investment Advisor Representative working at Lido Advisors, LLC in Redding, CT and has over 15 years of experience in the finance industry. Michael Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John C. Bute
CRD#: 4006843
1875 Century Park East, Suite 950, Los Angeles, CA 90067

John Bute (CRD# 4006843) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

8
Jeffrey A. Christie
CRD#: 4889641
3655 Nobel Drive, #630, San Diego, CA 92122

Jeffrey Christie (CRD# 4889641) is an Investment Advisor Representative working at Lido Advisors, LLC in San Diego, CA and has over 14 years of experience in the finance industry.

9
Jesse B. Dale
CRD#: 6240544
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Jesse Dale (CRD# 6240544) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 5 years of experience in the finance industry.

10
Louis C. Flamino
CRD#: 2369846
7047 East Greenway Parkway, #250, Scottsdale, AZ 85254

Louis Flamino (CRD# 2369846) is an Investment Advisor Representative working at Lido Advisors, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

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