Daniel Leong
Investment adviser representative at Lido
9 yearsExperience
3 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
9 years in the industry.
- LidoJul 2022 to now
- Lido Advisors, LLCAug 2020 to now
- Idb Lido Wealth, LLCApr 2023 to Jul 2024
- Oracle CorporationAug 2019 to Aug 2020
- Morgan StanleyMar 2018 to Apr 2019
- University of Southern CaliforniaAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 6900090
- Firm CRD
- 269866