Ashish Paresh Patel
Investment adviser representative at Lido
19 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Ashish Paresh Patel? Claim your profile
Contact this firm
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
19 years in the industry.
- LidoJun 2025 to now
- Lido Advisors, LLCMay 2025 to now
- United AirlinesNov 2019 to now
- United States Air ForceNov 2007 to now
- Bluepointe Capital Management, LLCApr 2022 to May 2025
- First Command Advisory Services, IncApr 2021 to Mar 2022
- First Command Insurance Service, IncApr 2021 to Mar 2022
- First Command Brokerage Services, IncApr 2020 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7251735
- Firm CRD
- 269866