Daniel
Weitzman
Lido
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About this Advisor
Daniel Weitzman is a certified financial planner who works in Los Angeles, California with 2 years of industry experience. Weitzman is currently employed by Lido. Over the course of their career, they have held roles at Porky'S Pizza, Catering By Greg, Vaca, Rai Wealth Management and Lido Advisors, LLC. Weitzman is registered to operate in California, Colorado, Illinois, Michigan, Minnesota, Ohio and Wisconsin. Lido is a firm based out of Los Angeles, CA. It has offices in 32 locations and a total of 191 people on staff. It manages $13 billion in total assets among its 12,641 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 81 charitable organizations. Of its 12,641 customer accounts, 81% are held by high-net-worth clients who have greater than $1 million in investable assets. Lido performs a diverse array 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by Lido likely 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
Daniel Weitzman Work History
Daniel has been registered as a financial advisor for 2 years.*
Lido Advisors, LLC
Lido Advisors, LLC
Vaca
Rai Wealth Management
Catering By Greg
Porky'S Pizza
*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 Daniel Weitzman 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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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.
