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Derek Robert Tam

Lido

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About Derek Robert Tam

Derek Robert Tam is a financial advisor in San Francisco, CA with over 15 years of experience. Derek has a Series 7 and Series 66 license and is a Certified Financial Planner. Derek currently works at Lido, where Derek focuses on providing financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Derek Tam 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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Derek Tam’s Registration & Firm History

CA

03/14/2023 - Present

Lido (SAN FRANCISCO CA)

CA

06/25/2007 - 01/31/2008

SECURITIES AMERICA, INC. (REDWOOD CITY CA)

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Licenses & Designations

BOTH

Issued 07/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Robert Tam.
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