Henry Davis Herrill
Investment adviser representative at Lido
10 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Henry Davis Herrill? Claim your profile
Contact this firm
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.
- LidoAug 2024 to now
- Lido Advisors, LLCSep 2017 to now
- Northwestern Mutual Investment Services LLCJul 2016 to Aug 2017
- Northwestern Mutual Life Insurance CompanyJul 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, 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
- 6366250
- Firm CRD
- 269866