Joseph Stephen Crowley
Investment adviser representative at Lido
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$42.5BFirm assets
Are you Joseph Stephen Crowley? 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.
- LidoJul 2025 to now
- Lido Advisors, LLCJul 2025 to now
- Blue JaysApr 2017 to Jun 2019
- Exchange Capital ManagementJun 2016 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MI, 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
- 6369039
- Firm CRD
- 269866