Eric Sagadin
Investment adviser representative at Lido
11 yearsExperience
5 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
11 years in the industry.
- LidoFeb 2020 to now
- Lido Advisors, LLCFeb 2020 to now
- Northwestern Mutual Wealth Management CompanyNov 2018 to Jan 2020
- Adam WaitzmanJul 2018 to Jan 2020
- Benjamin VoigtJul 2018 to Jan 2020
- Michael D AquilaJul 2018 to Jan 2020
- Rajer ShahMar 2017 to Jul 2018
- Northwestern Mutual Wealth Management CompanyOct 2016 to Mar 2017
- Northwestern Mutual Investment Services LLCJan 2016 to Jan 2020
- Northwestern Mutual Life Insurance CompanyJan 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, IL, NE, 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
- 6431290
- Firm CRD
- 269866