Evaggelia
Hatzimanolis
Lido
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About this Advisor
Evaggelia Hatzimanolis is a financial advisor based in Boca Raton, Florida, working with Lido. Evaggelia has previously held positions at Fidelity Brokerage Services, Strategic Advisers, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Fidelity Brokerage Services, LLC, United Capital Financial Advisers, LLC, Lido Advisors, LLC, and Goldman Sachs & Co LLC. Evaggelia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Massachusetts, Minnesota, New York, Ohio, and South Carolina. Currently, Evaggelia is part of Lido, which operates out of Boca Raton, Florida. 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
Evaggelia Hatzimanolis Work History
Lido Advisors, LLC
United Capital Financial Advisers, LLC
Goldman Sachs & Co LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services, LLC
Strategic Advisers, Inc
Fidelity Brokerage Services
Strategic Advisers, Inc
Disclosures
Please visit the SEC profile of Evaggelia Hatzimanolis 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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