Brian Wayne Appel
Investment adviser representative at Lido
14 yearsExperience
7 statesRegistered in
ChFC®, CFP® certificationDesignations
$42.5BFirm assets
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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
14 years in the industry.
- LidoJun 2022 to now
- Lido Advisors, LLCMay 2022 to now
- ClientwiseAug 2021 to May 2022
- Charles Schwab & Co., Inc.Apr 2019 to Jun 2021
- Charles Schwab BankApr 2019 to Jun 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Feb 2019
- Fidelity InvestmentsAug 2012 to Feb 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, MA, NJ, NY, 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
- 2562929
- Firm CRD
- 269866