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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Satz is an investment advisor representative with Lido Advisors, LLC. Greg is licensed in California and Texas and has been in the industry since 1987. Greg has a background in alternative investment management and has held positions at UBS Financial Services Inc., PKS Advisory Services, LLC, and Avitas Wealth Management, LLC. Greg has a Series 7 and Series 63 license. Greg's current employment is with Lido Advisors, LLC. Greg is a principal of Avitas Capital Management and Avitas Capital Partners. Greg is also a limited partner advisor for Egis Capital Partners.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/18/2025 - Present
Lido (LOS ANGELES CA)
CA
02/20/2009 - 12/11/2017
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
01/28/1992 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
11/11/1987 - 01/30/1992
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
05/21/1987 - 09/18/1987
BEAR, STEARNS & CO. INC.
IA
Issued 11/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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