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Brennan William Fontana

Lido

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About Brennan William Fontana

Brennan William Fontana is an investment advisor representative with Lido Advisors, LLC. Brennan has been in the financial services industry since 2018. Brennan holds the Series 7, Series 66, and Series 65 securities licenses. Brennan also has experience working with Westin Vacation Club, Fortune Builders, and Marcus & Millichap. Brennan is a Registered Investment Advisor and is currently licensed in California.

Firm Information

Brennan Fontana is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brennan Fontana’s Registration & Firm History

CA

08/29/2023 - Present

Lido (SAN DIEGO CA)

TX

07/03/2018 - 12/09/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)

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Licenses & Designations

IA

Issued 08/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brennan William Fontana.
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