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Ryan Pittman

Investment adviser representative at Lido
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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.

  1. LidoMay 2025 to now
  2. Lido Advisors, LLCMay 2025 to now
  3. Cg Advisory Services LLCMar 2023 to May 2025
  4. The Advancement GroupJan 2022 to May 2025
  5. Inspire Financial GroupJan 2021 to Dec 2021
  6. UnemployedSep 2020 to Jan 2021
  7. Score BasketballMay 2020 to Sep 2020
  8. Elevate HoopsSep 2018 to Mar 2020
  9. Oral Roberts UniversityAug 2017 to May 2021
  10. UnemployedMar 2013 to May 2017

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (CA, OK).

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
7324872
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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