Unclaimed Profile

Brandon Nmn Adrian

LIDO ADVISORS, INC.·BEVERLY HILLS, California

Series 7, Series 66Clean record24 years registeredLIDO ADVISORS, INC.

9100 WILSHIRE BOULEVARD, BEVERLY HILLS, CA 90212CRD# 4479205Firm CRD# 119540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Nmn Adrian · BEVERLY HILLS, CA

Registration

CRD #4479205 · LIDO ADVISORS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIDO ADVISORS, INC.

LIDO ADVISORS, LLC

Jul 2015 – Aug 2020

LOS ANGELES, CA

LIDO ADVISORS

Nov 2009 – Jul 2015

BEVERLY HILLS, CA

B. A. M. ASSET MANAGEMENT, LLC

Jun 2005 – Dec 2010

BEVERLY HILLS, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Mar 2002 – May 2005

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIDO ADVISORS, INC.

CRD 119540 · SEC 801-61074

AUM

$1.1B

Regulatory assets under management

Employees

1,644 client accounts

Services offered by LIDO ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at LIDO ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brandon Nmn Adrian offer?

Brandon Nmn Adrian specializes in Financial Planning, Investment Management, Wealth Management.

What are Brandon Nmn Adrian's credentials?

Brandon Nmn Adrian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Nmn Adrian located?

Brandon Nmn Adrian is based in BEVERLY HILLS, California, last registered with LIDO ADVISORS, INC..

How does Brandon Nmn Adrian charge for services?

Brandon Nmn Adrian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIDO ADVISORS, INC.?

LIDO ADVISORS, INC. has approximately 27 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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