Daniel Kim, financial advisor Los Angeles CA

Daniel Kim

CRD Number: 7147403
Current Firm: Lido

Daniel Kim (CRD# 7147403) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Lido Advisors, LLC Los Angeles, CA Jan 2022 - Current 1
Ritholtz Wealth Management New York, NY Mar 2021 - Nov 2021 < 1
Vacation Cerritos, CA Jul 2020 - Mar 2021 < 1
Ucla Los Angeles, CA Sep 2016 - Jun 2020 3
Signature Estate & Investment Advisors, LLC Los Angeles, CA Jun 2019 - Mar 2020 < 1
Student Cerritos, CA May 2011 - Sep 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Daniel D. Kim
Phone Number: 310-278-8232
Registered State(s):
  • AZ
  • CA
  • CO
  • NV
  • NM
  • OR
  • UT
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    13,102
    MILLIONS
  • Total Number of Accounts
    12,641
    ACCOUNTS
  • Average Account Value
    $1,036,474
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 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
Types of Clients
Registered States

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

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