Lido Advisors, LLC

Lido Advisors, LLC (CRD# 269866) is a financial advisory firm headquartered in Los Angeles, CA. They manage $1,726,068,561 in 2,629 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,726
    MILLION
  • Total Number of Accounts
    2,629
    ACCOUNTS
  • Average Account Value
    $656,549
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 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, FL, GA, IL, LA, NJ, NV, NY, OR, TN, TX, VA, WA

Financial Advisors at Lido Advisors, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Michael J. Karsa
CRD#: 6069477
900 W. Jackson Blvd., Suite 7e, Chicago, IL 60607
97
Wealthminder
score

Michael Karsa (CRD# 6069477) is an Investment Advisor Representative working at Lido Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

2
Brandon N. Adrian
CRD#: 4479205
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Brandon Adrian (CRD# 4479205) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 16 years of experience in the finance industry.

3
Amy L. Boggeman
CRD#: 5285033
3655 Nobel Drive, Suite 630, San Diego, CA 92122
93
Wealthminder
score

Amy Boggeman (CRD# 5285033) is an Investment Advisor Representative working at Lido Advisors, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

4
Louis C. Flamino
CRD#: 2369846
7047 East Greenway Parkway, #250, Scottsdale, AZ 85254
93
Wealthminder
score

Louis Flamino (CRD# 2369846) is an Investment Advisor Representative working at Lido Advisors, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.

5
Gregory P. Kushner
CRD#: 2649890
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Gregory Kushner (CRD# 2649890) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

6
Joseph G. Lopresti
CRD#: 3061783
415 Madison Avenue, 14th Floor, New York, NY 10017
93
Wealthminder
score

Joseph Lopresti (CRD# 3061783) is an Investment Advisor Representative working at Lido Advisors, LLC in New York, NY and has over 10 years of experience in the finance industry.

7
Jason J. Ozur
CRD#: 5734834
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Jason Ozur (CRD# 5734834) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

8
Paris I. Rodriguez
CRD#: 5482077
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Paris Rodriguez (CRD# 5482077) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry.

9
Craig E. Sheftell
CRD#: 1200482
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Craig Sheftell (CRD# 1200482) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 34 years of experience in the finance industry.

10
Jeffrey J. Westheimer
CRD#: 5460398
1875 Century Park East, Suite 950, Los Angeles, CA 90067
93
Wealthminder
score

Jeffrey Westheimer (CRD# 5460398) is an Investment Advisor Representative working at Lido Advisors, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

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