Gretchen Marie Zierolf
Investment adviser representative at Lido
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- LidoApr 2024 to now
- Lido Advisors, LLCApr 2024 to now
- Hightower AdvisorsSep 2021 to Feb 2024
- Farr Miller & Washington, LLCJun 2015 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 6 states (CA, DC, FL, MD, TX, VA).
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
- 3253177
- Firm CRD
- 269866