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Mitchell Daniel Fedders

Investment adviser representative at Lido
11 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

11 years in the industry.

  1. LidoSep 2025 to now
  2. Lido Advisors, LLCMar 2025 to now
  3. Strategic GroupJan 2025 to Mar 2025
  4. Elizabeth Park Capital ManagementJun 2024 to Aug 2024
  5. The Ohio State University Shoemaker CenterMar 2024 to May 2024
  6. Espres OasisAug 2023 to Dec 2023
  7. Lifetime Financial GrowthJun 2023 to Aug 2023
  8. Freudenberg Sealing TechnologiesJun 2022 to May 2024
  9. Avon Lake Public WorksJun 2021 to Aug 2021
  10. The Ohio State UniversityMay 2021 to Dec 2024
  11. Full Time StudentSep 2015 to May 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

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
7733495
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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