Olivia
Zaiya
Lido
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About this Advisor
Olivia Zaiya is a certified financial planner who works out of Bethesda, Maryland with 2 years of relevant experience. Zaiya currently works for Lido. Over the course of their career, they have held roles at Commonwealth Financial Network, Chad West Law, Empire Tax Group, Syracuse University College Of Law, Peppersmash, Callan Capital, LLC and Lido Advisors, LLC. Zaiya maintains a Series 63 license, qualifying them as a securities agent, and is registered to operate in Arizona, California, Maryland, New York, Texas and Virginia. Lido is an advisory business based in Los Angeles, CA. The company has offices in 32 locations and a total of 191 employees. It administers $13 billion in assets under management between its 12,641 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 81 charities and foundations. Of its 12,641 accounts, 81% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a number 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. Financial advisory fees usually vary depending on the financial services. However, fees billed by Lido most likely are comprised of 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
Olivia Zaiya Work History
Olivia has been registered as a financial advisor for 2 years.*
Lido Advisors, LLC
Lido Advisors, LLC
Callan Capital, LLC
Commonwealth Financial Network
Chad West Law
Peppersmash
Empire Tax Group
Syracuse University College Of Law
*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 Olivia Zaiya 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
Chicago, IL
Los Angeles, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
