Kelly
Oliver
Lido
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About this Advisor
Kelly Oliver is a financial advisor who works in Bethesda, Maryland. Oliver currently works for Lido. Throughout their career, Oliver has worked 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, Xps Capital LLC, Lido Advisors, LLC and Northwestern Mutual. Oliver has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to advise clients in California and Maryland. Lido is a registered investment firm headquartered in Los Angeles, CA. The firm has offices in 32 locations and a total of 191 financial advisors. It handles $13 billion in total assets between its 12,641 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 81 charitable organizations. Of its 12,641 customer accounts, 81% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a broad array 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. Fees charged by financial advisors usually are based on the type of financial services provided. Fees billed by Lido may 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
Kelly Oliver Work History
Kelly has been registered as a financial advisor for 0 years.*
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
*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 Kelly Oliver 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
Los Angeles, CA
Chicago, IL
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Chicago, IL
Los Angeles, CA
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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