William
Nail
Lido
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About this Advisor
William Nail is a financial advisor based in San Diego, California, working with Lido. William has previously held positions at Lido Advisors, LLC, First Republic Bank, The Finnish Long Drink, Santa Clara University, Greenwich High School, and Eastern Middle School. William has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, William 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
William Nail Work History
Lido Advisors, LLC
First Republic Bank
The Finnish Long Drink
Santa Clara University
Greenwich High School
Eastern Middle School
Disclosures
Please visit the SEC profile of William Nail 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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