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Henry Davis Herrill

Lido

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About Henry Davis Herrill

Henry Davis Herrill is an investment advisor representative at Lido, a firm headquartered in Los Angeles, California. Henry holds Series 6, 63 and 65 securities licenses as well as the SIE exam certification. Henry has been with Lido since 2017, specializing in investment advice for high-net-worth individuals, corporations, and charitable organizations. Before joining Lido, Henry was an investment advisor representative at Northwestern Mutual Investment Services, LLC in Los Angeles, California, from 2016 to 2017.

Firm Information

Henry Herrill 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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Henry Herrill’s Registration & Firm History

CA

08/09/2024 - Present

Lido (LOS ANGELES CA)

CA

09/13/2016 - 08/08/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Davis Herrill.
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