Audrey Celeste Dalsass
Investment adviser representative at Lido
13 yearsExperience
3 statesRegistered in
CFADesignation
$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.
- LidoSep 2025 to now
- Lido Advisors, LLCSep 2025 to now
- Olympus Wealth Management, LLCJan 2025 to Sep 2025
- Olympus Wealth Management, LLCMay 2022 to Dec 2024
- Olympus Wealth Management, LLCMay 2021 to Apr 2022
- University of Utah Marriott LibraryAug 2018 to Apr 2022
- Grade SchoolJul 2012 to Aug 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, UT).
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
- 7597215
- Firm CRD
- 269866