Alexandra B Papell
Investment adviser representative at Lido
13 yearsExperience
5 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- LidoMar 2024 to now
- Lido Advisors, LLCMar 2024 to now
- UBS FinancialJul 2023 to Dec 2023
- Morgan Stanley Smith Barney LLCOct 2021 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Sep 2021
- Morgan Stanley Smith Barney LLCJun 2018 to Jun 2019
- AmericorpsAug 2017 to May 2018
- Abe & LouiesJun 2017 to Jan 2018
- University of MarylandSep 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, 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
- 6960306
- Firm CRD
- 269866