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- Title
- Senior Vice President, Senior Wealth Advisorreportedlidoadvisors.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reportedlidoadvisors.com“With over 20 years in financial services spanning leadership, coaching, and a diverse range of roles, he has a commitment to growth, resilience, and making a lasting impact on the families he serves by earning their trust, an”
- Professional profile
- lidoadvisors.com/team/howard-spielbergreportedlidoadvisors.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 May 23, 2025 · Los Angeles, Ca
- S•••••••• A••••••• L•• national BDMar 31, 2025 to Apr 4, 2025 · Boston, Ma
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- S•••••••• A••••••• L•• national BDDec 2, 2014 to Jul 13, 2018 · Scottsdale, Az
- S•••••••• A••••••• L•• to L•••left Apr 4, 2025, registered May 23, 2025 (49 days) · Affiliated broker-dealer or bank to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- H••••• J•• S•••••••• left S•••••••• A••••••• L•• for Lido (registered 2025-05-23)Apr 4, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address