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

Stacy Lynn Beattie

Lidoindependent RIALos Angeles, Ca IA-onlyIAPD 5401758

Feed of 09/14/2026

Also filed as Stacy Beattie

At current firm

4 y

since Apr 6, 2022

In the industry

18 y

since Dec 3, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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: Chief Operating Officerreportedlidoadvisors.comfirm site, Sep 15, 2026
Boards named: Play for Life Internationalreportedlidoadvisors.comphrases on the bio page
Professional profile: lidoadvisors.com/team/stacy-beattiereportedlidoadvisors.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 Apr 6, 2022 · Los Angeles, Ca
Stifel, Nicolaus & Company, Incorporated national BD
Jun 20, 2016 to Oct 1, 2021 · New York, Ny
Barclays Capital Inc. former
Jan 21, 2009 to Dec 17, 2015 · Chicago, Il
Lehman Brothers Inc. unclassified
Dec 4, 2007 to Oct 15, 2008 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Stifel, Nicolaus & Company, Incorporated to Lido
left Oct 1, 2021, registered Apr 6, 2022 (187 days) · Affiliated broker-dealer or bank to independent RIA
Barclays Capital Inc. to Stifel, Nicolaus & Company, Incorporated
left Dec 17, 2015, registered Jun 20, 2016 (186 days) · corporate re-registration, not a move
Lehman Brothers Inc. to Barclays Capital Inc.
left Oct 15, 2008, registered Jan 21, 2009 (98 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address