Greg Robert Satz
Investment adviser representative at Lido
17 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LidoJan 2025 to now
- Lido Advisors, LLCJan 2025 to now
- Avitas Wealth Management, LLCDec 2017 to Jan 2025
- Pks Advisory Services, LLCNov 2017 to Dec 2017
- UBS Financial Services IncFeb 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1636767
- Firm CRD
- 269866