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Edward J Comerford

Investment adviser representative at Lido
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. LidoAug 2025 to now
  2. Lido Advisors, LLCMar 2025 to now
  3. Equitable Advisors, LLC.Aug 2024 to Feb 2025
  4. Aqua FinanceJun 2023 to Aug 2023
  5. Englewood HealthJun 2022 to Aug 2022
  6. Tufts UniversityOct 2021 to May 2024
  7. Tga Premier SportsJun 2021 to Aug 2021
  8. Town Bar and KitchenJun 2021 to Aug 2021
  9. UnemployedJun 2020 to Jun 2021
  10. Parsippany Hills High SchoolSep 2016 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (CA, IL).

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
7977512
Firm CRD
269866
Advisor's SEC record (opens in a new tab)
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