Steven James Ralff
Investment adviser representative at Lido
13 yearsExperience
2 statesRegistered in
CFADesignation
$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
13 years in the industry.
- LidoDec 2025 to now
- Lido Advisors, LLCDec 2025 to now
- Fountainhead AdvisorsFeb 2024 to Dec 2025
- UnemployedMar 2023 to Feb 2024
- Lasalle SecuritiesJan 2017 to Mar 2023
- Blackrock Investments, LLCJan 2013 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
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
- 2851558
- Firm CRD
- 269866