Andrew Kevin Wissell
Investment adviser representative at Lido
11 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
11 years in the industry.
- LidoNov 2025 to now
- Lido Advisors, LLCNov 2025 to now
- Accelerated Wealth PartnersAug 2024 to Oct 2025
- J.P. Morgan Securities LLCJan 2024 to Aug 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Aug 2024
- First Republic BankMay 2020 to Jul 2023
- Focus Financial PartnersJul 2017 to Apr 2020
- Union Capital ParkJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6353188
- Firm CRD
- 269866