Alek Christensen
Investment adviser representative at Lido
12 yearsExperience
3 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Alek Christensen? 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
12 years in the industry.
- LidoOct 2025 to now
- Lido Advisors, LLCSep 2025 to now
- J.P. Morgan Securities LLCJun 2022 to Sep 2025
- JPMorgan Chase Bank, N.A.Jun 2022 to Sep 2025
- E*trade Securities LLCNov 2020 to Jun 2022
- Morgan StanleyNov 2020 to Jun 2022
- G Squared FundingSep 2020 to Nov 2020
- UnemployedSep 2019 to Aug 2020
- Elliott Davis, LLCJun 2019 to Jul 2019
- Express Employment ProfessionalsDec 2018 to Dec 2018
- Amici's RestaurantApr 2018 to Aug 2019
- UnemployedSep 2017 to Mar 2018
- ClubcorpMay 2017 to Aug 2017
- UnemployedJul 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, GA, 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
- 7309307
- Firm CRD
- 269866