Kelly Nicole Oliver
Investment adviser representative at Lido
22 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
22 years in the industry.
- LidoMay 2024 to now
- Lido Advisors, LLCJan 2023 to now
- Xps Capital LLCJan 2022 to Dec 2022
- Purshe Kaplan Sterling InvestmentsMay 2020 to Dec 2022
- Cope CorralesFeb 2020 to Dec 2022
- Jarred Bunch Consulting LLCFeb 2020 to Mar 2021
- Chevy Chase TrustJan 2019 to Jan 2020
- UnemployedNov 2018 to Dec 2018
- The Park At FourteenthMay 2018 to Feb 2020
- Northwestern Mutual Investment Services LLCJan 2018 to Oct 2018
- Northwestern Mutual Life Insurance CompanyAug 2016 to Oct 2018
- StudentAug 2004 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, DC, FL, MD, 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
- 6679582
- Firm CRD
- 269866