Max
Lee
Lido
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About this Advisor
Max Lee is a certified financial planner working in Dallas, Texas. Lee works at Lido. Throughout their career, they have worked at Rite Aid, Education - Csulb, Ubs Financial Services, Inc, Morgan Stanley Smith Barney LLC, Yale School Of Management, Morgan Stanley Private Bank, N.A and Lido Advisors, LLC. Lee maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Lido is a business that has its headquarters in Los Angeles, CA. The firm has offices in 32 locations and a total of 191 employees. It has $13 billion in assets among its 12,641 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 81 charities and foundations. Of its 12,641 accounts, 81% are held by high-net-worth investors who have at least $1 million in assets available to invest. Lido provides a number of services, including 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types charged by Lido most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$13,102,066,742
191
12,641
$1,036,474
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
Max Lee Work History
Max has been registered as a financial advisor for 0 years.*
Lido Advisors, LLC
Morgan Stanley Smith Barney LLC
Yale School Of Management
Morgan Stanley Private Bank, N.A
Ubs Financial Services, Inc
Ubs Financial Services, Inc
Rite Aid
Education - Csulb
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Max Lee 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
Chicago, IL
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Chicago, IL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
