David Stephen Haddad
Investment adviser representative at Idb Lido Wealth, LLC
15 yearsExperience
3 statesRegistered in
$478.4MFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Idb Lido Wealth, LLCApr 2023 to now
- Lido Advisors, LLCJul 2022 to now
- Self EmployedSep 2019 to Jul 2022
- StudentSep 2011 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, NY).
Idb Lido Wealth, LLC
$478.4MAssets managed
209Clients
9Advisers
3 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
- 7496973
- Firm CRD
- 322488