Benjamin W Bruner
Investment adviser representative at Lido
11 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
11 years in the industry.
- LidoApr 2025 to now
- Lido Advisors, LLCApr 2025 to now
- UnemployedNov 2024 to Apr 2025
- Northwestern Mutual Wealth Management CompanyFeb 2024 to Nov 2024
- Northwestern Mutual Investment Services LLCNov 2021 to Nov 2024
- Northwestern Mutual Life Insurance CompanyJun 2021 to Nov 2024
- StudentApr 2020 to Mar 2023
- UpsApr 2017 to Apr 2020
- StudentAug 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7355996
- Firm CRD
- 269866