Noah Scott Melquist
Investment adviser representative at Lido
13 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$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.
- LidoJul 2025 to now
- Lido Advisors, LLCJul 2025 to now
- Exchange Capital Management IncJun 2023 to Jul 2025
- Workforce SoftwareMay 2022 to Aug 2022
- ChipotleApr 2022 to Apr 2023
- Outback SteakhouseAug 2021 to Jan 2022
- Michigan State UniversityAug 2019 to May 2023
- Aubree's Pizzeria & GrillAug 2017 to Aug 2019
- StudentJan 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MI, 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
- 7758245
- Firm CRD
- 269866