Connor
Maniatty

Lido

CRD#6380057
Investment Advisor
in Los Angeles, CA

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About this Advisor

Connor Maniatty is a financial advisor based in Los Angeles, California, working with Lido. Connor has previously held positions at Symmetry Partners, LLC, Apella Capital, LLC, and Lido Advisors, LLC. Connor has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Connor is part of Lido, which operates out of Los Angeles, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Lido includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1875 Century Park East Suite 950
Los Angeles, CA 90067

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Lido Brokerage Details

Total Assets Under Management

$19,656,367,238

CA Average: $7,578,581,321
Total Number of Employees

214

CA Average: 43
Total Number of Accounts

19,744

CA Average: 3,727
Average Account Size

$995,562

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Connor Maniatty Work History

2023 - Present (1 year)

Lido Advisors, LLC

2017 - 2023 (6 years)

Symmetry Partners, LLC

2017 - 2023 (6 years)

Apella Capital, LLC

2014 - 2017 (3 years)

Symmetry Partners, LLC

2014 - 2017 (3 years)

Apella Capital, LLC

Disclosures

Please visit the SEC profile of Connor Maniatty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lido

Kevin Maldonado
Chicago, IL
Alexander Kob
Los Angeles, CA
Shane Sawyer Jones
Los Angeles, CA
Kayla Cross
Los Angeles, CA
Allison Arvold
Los Angeles, CA
Garrett Niles
Los Angeles, CA
Sierra Argyle
Chicago, IL
Shelby Seivert
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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