Maria elena Bird
Investment adviser representative at Lido
13 yearsExperience
5 statesRegistered 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
13 years in the industry.
- LidoFeb 2026 to now
- Lido Advisors, LLCJan 2026 to now
- Cbiz, IncOct 2024 to Dec 2025
- Addepar, IncJun 2022 to Oct 2024
- The Ayco Company LPJun 2013 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, MA, NJ, NY).
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
- 6006673
- Firm CRD
- 269866