Tracy Wright
Investment adviser representative at Lido
18 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
18 years in the industry.
- LidoAug 2026 to now
- Lido Advisors, LLCDec 2025 to now
- Fountainhead AdvisorsJan 2022 to Dec 2025
- Scotch Plains-fanwood Public SchoolsMar 2021 to Dec 2021
- Organized Transitions LLCNov 2019 to May 2021
- Homemaker/ Community VolunteerMar 2008 to Nov 2019
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
- 8311937
- Firm CRD
- 269866