Evan Levy, financial advisor Los Angeles CA

Evan Levy

CRD Number: 6222630
Current Firm: Lido

Evan Levy (CRD# 6222630) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lido Advisors, LLC Los Angeles, CA Jul 2015 - Current 8
Lido Advisors, Inc. Beverly Hills, CA Jun 2013 - Jul 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Evan R. Levy
Phone Number: 310-278-8232
Registered State(s):
  • AZ
  • ID
  • NM
  • TX
  • 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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