Gregory Paul Kushner
Investment adviser representative at Idb Lido Wealth, LLC
31 yearsExperience
3 statesRegistered in
$478.4MFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Idb Lido Wealth, LLCJun 2024 to now
- Lido Consulting Group, LLCSep 2021 to now
- Kushner Holdings, Inc.Jul 2015 to now
- Lido Advisors Holding, LLCJul 2015 to now
- Lido Advisors, LLCJul 2015 to now
- Oakhurst Advisors, LLCApr 2016 to Dec 2022
- Investment Security CorporationMar 2001 to Jan 2021
- Lido Consulting, IncNov 1995 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, NY).
Idb Lido Wealth, LLC
$478.4MAssets managed
209Clients
9Advisers
3 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
- 2649890
- Firm CRD
- 322488