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Cody Ambrogi

Lido

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About Cody Ambrogi

Cody Ambrogi is an Investment Advisor Representative with Lido Advisors, LLC. Cody is registered with the state of California and Florida. Cody has been in the industry for over 4 years. Cody received a Series 65 license in September 2022. Cody has a long history of work in the financial services sector. Cody has previously worked for SEI Investments, Penn State University, and UWCHLAN TOWNSHIP. Cody is dedicated to providing financial advice and support to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Cody offers a variety of financial services, including financial planning, portfolio management, and educational seminars.

Firm Information

Cody Ambrogi 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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Cody Ambrogi’s Registration & Firm History

CA

10/04/2022 - Present

Lido (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 09/06/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cody Ambrogi.
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