Nadav Hillel Schwartz
Investment adviser representative at Idb Lido Wealth, LLC
11 yearsExperience
5 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
11 years in the industry.
- Idb Lido Wealth, LLCNov 2023 to now
- Family CareAug 2021 to Nov 2023
- Sanford C. Bernstein & Co., LLCSep 2019 to Aug 2021
- UnemployedMar 2019 to Sep 2019
- UBS Financial Services Inc.Nov 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NJ, NY, TX).
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
- 5557529
- Firm CRD
- 322488