Kelly
Oliver
Lido
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About this Advisor
Kelly Oliver is a financial advisor based in Bethesda, Maryland, working with Lido. Kelly has previously held positions at Andrews Downtown, Student, Oliver Electric, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, The Park At Fourteenth, Purshe Kaplan Sterling Investments, Cope Corrales, Chevy Chase Trust, Jarred Bunch Consulting LLC, Northwestern Mutual, Xps Capital LLC, and Lido Advisors, LLC. Kelly has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, District of Columbia, Florida, Maryland, and Texas. Currently, Kelly is part of Lido, which operates out of Bethesda, Maryland. 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
Kelly Oliver Work History
Lido Advisors, LLC
Xps Capital LLC
Purshe Kaplan Sterling Investments
Cope Corrales
Jarred Bunch Consulting LLC
Chevy Chase Trust
Northwestern Mutual Investment Services LLC
The Park At Fourteenth
Northwestern Mutual
Northwestern Mutual Life Insurance Company
Oliver Electric
Andrews Downtown
Student
Disclosures
Please visit the SEC profile of Kelly Oliver 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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