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Colleen Elizabeth Kelly

Lido

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About Colleen Elizabeth Kelly

Colleen Elizabeth Kelly is a financial advisor registered with the state of California. Colleen has been working in the financial services industry for over 10 years. Colleen is associated with Lido Advisors, LLC in the LOS ANGELES, CA branch office. Prior to working with Lido Advisors, LLC, Colleen was with Wells Fargo Clearing Services, LLC. Colleen holds the Series 7, Series 66 and SIE licenses.

Firm Information

Colleen Kelly 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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Colleen Kelly’s Registration & Firm History

CA

09/11/2018 - Present

Lido (LOS ANGELES CA)

TX

06/15/2017 - 08/20/2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED (DALLAS TX)

TX

05/22/2014 - 06/19/2017

WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)

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Licenses & Designations

BOTH

Issued 11/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colleen Elizabeth Kelly.
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