Brennan William Fontana
Investment adviser representative at Lido
7 yearsExperience
1 stateRegistered in
$42.5BFirm assets
11 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 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
7 years in the industry.
- LidoAug 2023 to now
- Lido Advisors, LLCAug 2023 to now
- Exp RealtyMar 2023 to Aug 2023
- The Science of FlippingFeb 2023 to Aug 2023
- VestorproFeb 2022 to Dec 2022
- Net Lease Realty PartnersJan 2022 to Oct 2022
- Nre Re LLCNov 2021 to Feb 2022
- Marcus & MillichapJan 2021 to Jan 2022
- FortunebuildersJan 2020 to Oct 2021
- Bank of America, N.A.Jul 2018 to Dec 2019
- Merrill Lynch Pierce Fenner & Smith.Feb 2018 to Dec 2019
- UnemployedDec 2017 to Feb 2018
- Westin Vacation ClubMay 2017 to Oct 2017
- UnemployedApr 2017 to May 2017
- Fortune BuildersFeb 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5702742
- Firm CRD
- 269866