Brooke Emily Napiwocki
Investment adviser representative at Lido
10 yearsExperience
4 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
10 years in the industry.
- LidoDec 2024 to now
- Lido Advisors, LLCDec 2024 to now
- Pegasus PartnersJan 2022 to Dec 2024
- J.W. Cole Advisors, Inc.Apr 2017 to Dec 2021
- J.W. Cole Financial, Inc.Apr 2017 to Dec 2021
- Crescendo Wealth Management, LLC.Feb 2016 to Dec 2021
- LPL FinancialJan 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, TX, WI).
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
- 6348351
- Firm CRD
- 269866