DFX Intelligence
Advisors
Advisors registered through Lido
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Stuart Dubes Chaussee | Lido independent RIA | Los Angeles, Ca | Dec 15, 2025 | 29 y | 2 | 2 |
| Henry Robert ChausséE | Lido independent RIA | New York, Ny | Dec 23, 2025 | 11 y | 1 | 4 |
| Justin Cho Certified Financial Planner | Lido independent RIA | Los Angeles, Ca | Oct 11, 2021 | 12 y | 1 | 3 |
| A••• C••••••••• | L••• independent RIA | Atlanta, Ga | Oct 2, 2025 | 12 y | 1 | 3 |
| J•••••• A•••• C••••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2015 | 21 y | 2 | 3 |
| A•••••• M• C••• | L••• independent RIA | Los Angeles, Ca | Oct 28, 2024 | 13 y | 0 | 4 |
| E••• M• C••••••• | L••• independent RIA | Los Angeles, Ca | Apr 3, 2025 | 11 y | 0 | 3 |
| D••• M• C••••• | L••• independent RIA | Boca Raton, Fl | Oct 14, 2020 | 15 y | 0 | 6 |
| E••••• J• C•••••••• | L••• independent RIA | Chicago, Il | Aug 27, 2025 | 10 y | 1 | 2 |
| E••• E••••• C••••• | L••• independent RIA | Mequon, Wi | Jun 24, 2025 | 14 y | 0 | 4 |
| E•••• J••• C••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jun 24, 2026 | 20 y | 11 | 3 |
| R••• P•••••• C••••••• | L••• independent RIA | Los Angeles, Ca | Aug 11, 2025 | 17 y | 3 | 2 |
| B•••• E••••• C••••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Oct 8, 2025 | 13 y | 5 | 2 |
| A••• C•••• | L••• independent RIA | San Diego, Ca | Aug 20, 2026 | 11 y | 2 | 1 |
| K••• J••••• C•••• | L••• independent RIA | Los Angeles, Ca | Jul 27, 2022 | 13 y | 0 | 4 |
| K•••• J••• C•••• | L••• independent RIA | Los Angeles, Ca | Jan 6, 2025 | 12 y | 1 | 1 |
| J••••• S•••••• C•••••• Certified Financial Planner | L••• independent RIA | Ann Arbor, Mi | Jul 21, 2025 | 10 y | 1 | 4 |
| J••••• D••••• C••••• Certified Financial Planner | L••• independent RIA | Dallas, Tx | Aug 6, 2025 | 14 y | 3 | 2 |
| M••••• D••••••• Certified Financial Planner | L••• independent RIA | Boulder, Co | Apr 20, 2023 | 23 y | 1 | 4 |
| M•••••• D•••••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Dec 3, 2024 | 32 y | 3 | 4 |
| C••••• D••••• | L••• independent RIA | Ann Arbor, Mi | Jun 3, 2024 | 11 y | 0 | 2 |
| A••••• C•••••• D•••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Sep 12, 2025 | 14 y | 1 | 3 |
| L••• R••••• D••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | May 31, 2024 | 25 y | 2 | 4 |
| D•••• B•••• D•••••••• Certified Financial Planner, Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jun 13, 2025 | 29 y | 4 | 5 |
| M•••••• T••••• D•••• Certified Financial Planner | L••• independent RIA | Chicago, Il | May 24, 2024 | 13 y | 0 | 3 |
| G•••••• D•••••••• | L••• independent RIA | Los Angeles, Ca | Jul 31, 2026 | 10 y | 0 | 2 |
| B•••••• M••••••• D•••••• | L••• independent RIA | Atlanta, Ga | Jan 22, 2024 | 25 y | 1 | 5 |
| J••• D•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | May 3, 2024 | 11 y | 0 | 3 |
| C••••••••• M•••••• D•••••• | L••• independent RIA | Chicago, Il | Jan 2, 2025 | 10 y | 0 | 3 |
| J•••• W•••••• D•••• dual registrant | L••• independent RIA | San Ramon, Ca | Dec 9, 2025 | 13 y | 2 | 1 |
| N•••• D••••• Certified Financial Planner | L••• independent RIA | Chicago, Il | May 6, 2025 | 13 y | 1 | 4 |
| N••• J•••• D••••• | L••• independent RIA | Los Angeles, Ca | Dec 3, 2024 | 16 y | 2 | 4 |
| W•••••• R••• D•••• | L••• independent RIA | Los Angeles, Ca | Jul 25, 2023 | 12 y | 0 | 4 |
| N••••••• D•••• | L••• independent RIA | Los Angeles, Ca | Jul 16, 2020 | 14 y | 0 | 6 |
| D•••• J••••••• D•••••• | L••• independent RIA | Los Angeles, Ca | Aug 12, 2025 | 12 y | 1 | 2 |
| D••••• J•••• D••••• | L••• independent RIA | Los Angeles, Ca | Oct 4, 2024 | 10 y | 0 | 1 |
| N•••••••• S••••• D••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Jan 21, 2025 | 32 y | 3 | 1 |
| J•••• M•••• D••••• | L••• independent RIA | Los Angeles, Ca | Dec 12, 2024 | 24 y | 6 | 4 |
| S••••• D• J•••• D••••• G••••••• Chartered Financial Analyst | L••• independent RIA | Los Angeles, Ca | Oct 28, 2024 | 13 y | 0 | 1 |
| J•••• S•••• D•••••••• | L••• independent RIA | Los Angeles, Ca | Jan 17, 2025 | 21 y | 4 | 3 |
| J•••• O• E••••• Certified Financial Planner | L••• independent RIA | South Jordan, Ut | Jun 13, 2025 | 20 y | 4 | 5 |
| R•• M••••• E•••••• | L••• independent RIA | San Diego, Ca | May 2, 2023 | 24 y | 4 | 3 |
| D•••••• E••••••• | L••• independent RIA | Boca Raton, Fl | Feb 9, 2021 | 10 y | 1 | 4 |
| A••••••• E••••••• | L••• independent RIA | Dallas, Tx | Oct 8, 2022 | 16 y | 0 | 3 |
| R••• C•••• E••••••• | L••• independent RIA | Warren, Nj | Dec 9, 2025 | 13 y | 1 | 4 |
| B•••• P••••• A••• E•••• Certified Financial Planner | L••• independent RIA | Johnstown, Co | Apr 8, 2026 | 12 y | 2 | 2 |
| D•••• F••••••• | L••• independent RIA | Los Angeles, Ca | Nov 17, 2025 | 10 y | 0 | 2 |
| V••••••• F•••• Certified Financial Planner | L••• independent RIA | Boulder, Co | May 29, 2024 | 21 y | 1 | 3 |
| C•••••• P•••••• F•••••••• Certified Financial Planner, Chartered Financial Consultant | L••• independent RIA | Los Angeles, Ca | Jan 23, 2024 | 19 y | 3 | 4 |
| M••••••• D••••• F•••••• | L••• independent RIA | Los Angeles, Ca | Sep 25, 2025 | 11 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
319 advisors match.