Dylan Fagundes
Investment adviser representative at Lido
11 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
11 years in the industry.
- LidoNov 2025 to now
- Lido Advisors, LLCMay 2025 to now
- Pacific Premier TrustOct 2023 to May 2025
- Jacquard HotelSep 2022 to Sep 2023
- Kroenke Sports & EntertainmentSep 2022 to Sep 2023
- SafewayFeb 2022 to Aug 2022
- Rosenberg'sSep 2021 to Dec 2021
- Blackjack PizzaJun 2021 to Aug 2021
- University of Colorado, BoulderOct 2018 to Apr 2022
- Malm and Fagundes LLPApr 2017 to May 2021
- Saint Mary's High SchoolOct 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 8184920
- Firm CRD
- 269866