Sharon Coghan Scarpa
Investment adviser representative at Lido
12 yearsExperience
2 statesRegistered in
$42.5BFirm assets
11 yearsFirm in business
Are you Sharon Coghan Scarpa? Claim your profile
Contact this firm
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
12 years in the industry.
- LidoAug 2026 to now
- Lido Advisors, LLCDec 2025 to now
- Fountainhead Capital ManagementFeb 2019 to Dec 2025
- Thirty-one GiftsJul 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
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
- 8237700
- Firm CRD
- 269866