Shelby
Seivert
Lido
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About this Advisor
Shelby Seivert is a financial advisor based in San Diego, California, working with Lido. Shelby has previously held positions at Echelon Partners LLC, Owen James, Ficomm Partners, University Of San Diego, Manhattan West Asset Management, Mrktspace, Lido Advisors, LLC, Mira Costa High School, University Of Colorado, Boulder, and Extended Travel. Shelby has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Shelby 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
Shelby Seivert Work History
Lido Advisors, LLC
Echelon Partners LLC
Owen James
Mrktspace
Echelon Partners LLC
Extended Travel
Ficomm Partners
University Of San Diego
Echelon Partners LLC
University Of Colorado, Boulder
Manhattan West Asset Management
Mira Costa High School
Disclosures
Please visit the SEC profile of Shelby Seivert 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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