Thomas Ryan
Investment adviser representative at Lido
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- LidoJan 2025 to now
- Lido Advisors, LLCJan 2025 to now
- La County Fire DepartmentJun 2014 to now
- Avitas Wealth Management, LLCAug 2021 to Jan 2025
- Payment CloudFeb 2020 to Feb 2021
- Pepperdine UniversityDec 2015 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7424600
- Firm CRD
- 269866