Matthew
Sealy
Lido
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About this Advisor
Matthew Sealy is a financial advisor based in San Diego, California, working with Lido. Matthew has previously held positions at Mascot Factory, Blastmotion Inc, Lido Advisors, LLC, Westview High School, San Diego State University, and the United States Soccer Federation. Matthew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Matthew is part of Lido, which operates out of San Diego, 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
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$19,656,367,238
214
19,744
$995,562
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
Matthew Sealy Work History
Lido Advisors, LLC
Blastmotion Inc
Mascot Factory
San Diego State University
Westview High School
United States Soccer Federation
Disclosures
Please visit the SEC profile of Matthew Sealy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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