John
Mcinerney
Lido
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About this Advisor
John Mcinerney is a financial advisor based in New York, New York, working with Lido. John has previously held positions at Old Bridge Black Belt, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Lido Advisors, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in California, Connecticut, Florida, Idaho, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, John is part of Lido, which operates out of New York, New York. 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
John Mcinerney Work History
Lido Advisors, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Old Bridge Black Belt
Disclosures
Please visit the SEC profile of John Mcinerney 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
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San Diego, CA
Boston, MA
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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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