Lido Advisors, LLC

Lido Advisors, LLC (CRD# 269866) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $1,341,878,401 in 1,909 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,342
    MILLION
  • Total Number of Accounts
    1,909
    ACCOUNTS
  • Average Account Value
    $702,922
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, IL, LA, NJ, NV, NY, TN, TX, WA

Financial Advisors at Lido Advisors, LLC
Showing 1 - 10 of 17 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
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
93
Wealthminder
score

Brandon Adrian (CRD# 4479205) is an Investment Advisor Representative working at Lido Advisors, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry.

3
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.

4
Gregory P. Kushner
CRD#: 2649890
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
93
Wealthminder
score

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

5
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.

6
Jason J. Ozur
CRD#: 5734834
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
93
Wealthminder
score

Jason Ozur (CRD# 5734834) is an Investment Advisor Representative working at Lido Advisors, LLC in Beverly Hills, CA and has over 7 years of experience in the finance industry.

7
Craig E. Sheftell
CRD#: 1200482
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
93
Wealthminder
score

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

8
Jeffrey J. Westheimer
CRD#: 5460398
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
93
Wealthminder
score

Jeffrey Westheimer (CRD# 5460398) is an Investment Advisor Representative working at Lido Advisors, LLC in Beverly Hills, CA and has over 9 years of experience in the finance industry.

9
Hanna M. Brandt
CRD#: 6526774
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
90
Wealthminder
score

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

10
Jeffrey H. Garden
CRD#: 6582522
9100 Wilshire Boulevard, Suite 350w, Beverly Hills, CA 90212
90
Wealthminder
score

Jeffrey Garden (CRD# 6582522) is an Investment Advisor Representative working at Lido Advisors, LLC in Beverly Hills, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.