Daniel Brown
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.
- LidoMar 2026 to now
- Lido Advisors, LLCJul 2025 to now
- Annex Wealth ManagementMay 2024 to Jan 2025
- Pegasus PartnersDec 2023 to Jan 2024
- Milwaukee Public SchoolFeb 2022 to Sep 2023
- University of Wisconsin, MadisonSep 2021 to May 2025
- Eddie MartinisFeb 2019 to Sep 2021
- Blade EnvyMay 2017 to Jul 2019
- StudentDec 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
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
- 8210948
- Firm CRD
- 269866