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Alexandra Marie Browne

Investment adviser representative at Lido
8 yearsExperience
5 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

8 years in the industry.

  1. Lido Advisors, LLCJan 2021 to now
  2. LidoJul 2015 to now
  3. Idb Lido Wealth, LLCJan 2024 to Apr 2024
  4. Lido Advisors, LLCAug 2016 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 5 states (CA, CT, FL, NY, 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
6397152
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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