Edward John Gueits
Investment adviser representative at Lido
10 yearsExperience
2 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
10 years in the industry.
- LidoApr 2026 to now
- Lido Advisors, LLCMar 2026 to now
- UnemployedJul 2025 to Mar 2026
- Empower Advisory Group, LLCApr 2023 to Jul 2025
- Personal Capital AdvisorsApr 2017 to Jul 2025
- Personal Capital AdvisorsJun 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 6124706
- Firm CRD
- 269866