RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
- Title
- Vice President, Client Relationship Managerreportedlidoadvisors.comfirm site, Sep 15, 2026
- Years, as the firm states
- 30reportedlidoadvisors.com“With nearly 30 years of experience in financial services, Marie specializes in client interaction and service for the team, working directly with clients so they can focus on their lives while Lido manages the rest.”
- Professional profile
- lidoadvisors.com/team/marie-dudreyreportedlidoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••• independent RIA currentsince Dec 12, 2024 · Louisville, Co
- P••••• R•••• W••••• A•••••••• L•• formerJul 8, 2019 to Feb 6, 2025 · Louisville, Co
- W•••• F•••• A••••••• wirehouseJul 8, 2014 to Jul 10, 2019 · Denver, Co
- A••••••••• F•••••••• S•••••••• L•• national BDOct 13, 2011 to Apr 26, 2013 · Broomfield, Co
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Feb 23, 2011 · Boulder, Co
- W•••• F•••• I••••••••• L•• unclassifiedJan 30, 2006 to Jan 3, 2011 · Boulder, Co
- M••••• S•••••• D• I••• unclassifiedNov 9, 2005 to Jan 18, 2006 · Napa, Ca
- P••••• R•••• W••••• A•••••••• L•• to L•••left Feb 6, 2025, registered Dec 12, 2024 (-56 days) · RIA to RIA · moved with a team
- W•••• F•••• A••••••• to P••••• R•••• W••••• A•••••••• L••left Jul 10, 2019, registered Jul 8, 2019 (-2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• A•••••••left Apr 26, 2013, registered Jul 8, 2014 (438 days) · Affiliated broker-dealer or bank to wirehouse
- W•••• F•••• A••••••• to A••••••••• F•••••••• S•••••••• L••left Feb 23, 2011, registered Oct 13, 2011 (232 days) · Wirehouse to affiliated broker-dealer or bank
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to W•••• F•••• I••••••••• L••left Jan 18, 2006, registered Jan 30, 2006 (12 days) · Other
- J•••• M•••• D••••• left P••••• R•••• W••••• A•••••••• L•• for Lido (registered 2024-12-12)Feb 6, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address