DFX Intelligence

Data Factory

RIA / WealthAdvisor18 years in industry

NADAV HILLEL SCHWARTZ

Advisor at IDB LIDO WEALTH, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b58060cd-85a2-0056-959b-89eb3d6bbe5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IDB LIDO WEALTH, LLC
Current firm class: bank affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Exams: S63|S65
First exam: Mar 2, 2013
First registration: Jun 26, 2008
Dual registered: no
Other names: NADAV HILLEL SCHWARTZ|NADAV SCHWARTZ
IAPD individual key: 5557529

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IDB LIDO WEALTH, LLC	Bank affiliated wealth	Dec 15, 2023	n/a	yes	NEW YORK, NY	Current employment
ALLIANCEBERNSTEIN L.P.	Other adviser	Oct 22, 2019	Aug 13, 2021	no	New York, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 25, 2015	Apr 9, 2019	no	NEW YORK, NY	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Oct 15, 2012	Dec 18, 2015	no	NEW YORK, NY	Previous registration
MOLOTSKY TAX ADVISORY GROUP, LLC	State registered	Jun 26, 2008	Apr 1, 2011	no	VOORHEES, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIANCEBERNSTEIN L.P.	IDB LIDO WEALTH, LLC	Aug 13, 2021	Dec 15, 2023	854	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	ALLIANCEBERNSTEIN L.P.	Apr 9, 2019	Oct 22, 2019	196	Firm change	Other
CREDIT SUISSE SECURITIES (USA) LLC	UBS FINANCIAL SERVICES INC.	Dec 18, 2015	Nov 25, 2015	-23	Bulk transfer	Other
MOLOTSKY TAX ADVISORY GROUP, LLC	CREDIT SUISSE SECURITIES (USA) LLC	Apr 1, 2011	Oct 15, 2012	563	Firm change after gap	Other

Relationships

Registered with (5)

→ IDB LIDO WEALTH, LLCRegistered adviserregistration: current employment
Dec 15, 2023 to presentfactForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Oct 22, 2019 to Aug 13, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 25, 2015 to Apr 9, 2019factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Oct 15, 2012 to Dec 18, 2015factForm ADV
→ MOLOTSKY TAX ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Jun 26, 2008 to Apr 1, 2011factForm ADV

Dated events

No dated event names this entity yet.