DFX Intelligence

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.

Registered advisor

Virginia Elizabeth Aaron

Lidoindependent RIALos Angeles, Ca IA-onlyIAPD 5046672

Feed of 09/14/2026

Also filed as Virginia Madden

At current firm

2 y

since Nov 21, 2023

In the industry

19 y

since Mar 10, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Vice President, Senior Wealth Managerreportedlidoadvisors.comfirm site, Sep 15, 2026
Professional profile: lidoadvisors.com/team/virginia-aaronreportedlidoadvisors.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.

Registration history

IAPD current and previous registrations

Lido independent RIA current
since Nov 21, 2023 · Los Angeles, Ca
Claybrook Capital, LLC former
Jan 4, 2017 to Dec 14, 2023 · Wellesley, Ma
Robertson Stephens Advisors former
Jun 18, 2015 to Jan 5, 2017 · Boston, Ma
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jul 11, 2008 · Boston, Ma
Morgan Stanley Dw Inc. unclassified
Mar 12, 2007 to Apr 2, 2007 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Claybrook Capital, LLC to Lido
left Dec 14, 2023, registered Nov 21, 2023 (-23 days) · RIA to RIA · moved with a team
Robertson Stephens Advisors to Claybrook Capital, LLC
left Jan 5, 2017, registered Jan 4, 2017 (-1 days) · Other · moved with a team
Morgan Stanley & Co. LLC to Robertson Stephens Advisors
left Jul 11, 2008, registered Jun 18, 2015 (2533 days) · Other
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move

Signals

Virginia Elizabeth Aaron left Claybrook Capital, Llc for Lido (registered 2023-11-21)
Dec 14, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address