Anthony M Clay
Investment adviser representative at Lido
13 yearsExperience
4 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
13 years in the industry.
- LidoOct 2024 to now
- Lido Advisors, LLCAug 2024 to now
- Freestone Capital ManagementSep 2023 to Jun 2024
- Whittier Trust CompanyJun 2023 to Aug 2023
- Merrieman Wealth ManagementJun 2022 to Sep 2022
- T12Jan 2020 to Mar 2020
- University of WashingtonAug 2019 to Jun 2023
- Cold PressedAug 2019 to Dec 2019
- United States NavyJan 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, TX, WA).
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
- 8000596
- Firm CRD
- 269866