Ryan Patrick Cosgrove
Investment adviser representative at Lido
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- LidoAug 2025 to now
- Lido Advisors, LLCAug 2025 to now
- Financial Engines Advisors L.L.C.May 2020 to Aug 2025
- Lifetyme Financial Advisors, LLCOct 2019 to Feb 2020
- Lifetyme Financial Group, LLCSep 2019 to Feb 2020
- Alpha Squared Capital, LLCMar 2019 to Sep 2019
- Ronancio Wealth Management, Inc.May 2018 to Jan 2019
- Brentwood Country ClubMay 2017 to Mar 2018
- Full-time StudentAug 2009 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7100258
- Firm CRD
- 269866