Adam
Castillo
Lido
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About this Advisor
Adam Castillo is a financial advisor operating in San Diego, California with a total of 1 year of relevant experience. Castillo is on the advisory team at Lido. During their career, Castillo has held roles at Vons, Mondelez International, Cambridge Management Group, North County Basketball Officials Association, Lpl Financial, California State University Of San Marcos, Escondido High School and Lido Advisors, LLC. Castillo maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Lido is an advisory company based in Los Angeles, CA. The firm has offices in 32 locations and a total of 191 advisors. It has $13 billion in total assets across its 12,641 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 81 charities and foundations. Of its 12,641 customer accounts, 81% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number of services, such as 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 for financial advisory services largely vary depending on which service is provided. However, fee types charged by Lido can include any blend 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
Adam Castillo Work History
Adam has been registered as a financial advisor for 1 years.*
Lido Advisors, LLC
Lpl Financial
Cambridge Management Group
North County Basketball Officials Association
Mondelez International
California State University Of San Marcos
Vons
Escondido High School
*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 Adam Castillo 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
Chicago, IL
Los Angeles, CA
Los Angeles, CA
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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