Marcus Braun
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.
- LidoJul 2026 to now
- Lido Advisors, LLCJun 2026 to now
- UBS Financial Services, IncMar 2024 to Jun 2026
- Equitable Advisors, LLCJun 2023 to Mar 2024
- Vector Marketing CorporationMay 2021 to Dec 2022
- University of Notre Dame - Nd ListensFeb 2021 to May 2023
- University of Notre DameAug 2019 to May 2023
- Banana Republic Factory StoreMay 2019 to Aug 2019
- Villanova Preparatory SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7773387
- Firm CRD
- 269866