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Julinda Milla

Investment adviser representative at Lido
15 yearsExperience
3 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

15 years in the industry.

  1. LidoMar 2025 to now
  2. Lido Advisors, LLCMar 2025 to now
  3. Chauner SecuritiesAug 2024 to Feb 2025
  4. Core SpacesJan 2024 to Feb 2025
  5. Nuveen Securities LLCJun 2020 to Jan 2024
  6. Morgan StanleyNov 2011 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 3 states (CA, IL, 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
6007775
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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