John Michael Mcinerney
Investment adviser representative at Lido
24 yearsExperience
5 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
24 years in the industry.
- LidoSep 2023 to now
- Lido Advisors, LLCJan 2023 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2023
- Morgan Stanley Smith BarneyDec 2009 to Jan 2023
- Old Bridge Black BeltSep 2002 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, FL, NJ, TX).
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
- 5751820
- Firm CRD
- 269866