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Timothy Thomas Walsh

Investment adviser representative at Lido
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. LidoDec 2025 to now
  2. Lido Advisors, LLCDec 2025 to now
  3. Fountainhead AdvisorsMay 2025 to Dec 2025
  4. MML InvestorsJun 2018 to May 2025
  5. Massmutual Life InsuranceJul 2017 to May 2025
  6. UnemployedJan 2017 to Jul 2017
  7. Sedaa CorpSep 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
6964321
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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