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Justin Scott Moreci

Lido

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About Justin Scott Moreci

Justin Moreci is an Investment Advisor Representative at Lido. Justin has over 3 years of experience in the financial services industry. Justin previously worked at Morgan Stanley and Merrill Lynch. Justin holds the Series 66, Series 7TO and SIE licenses. Justin is registered in California, Florida and Texas. Justin specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Justin Moreci 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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Justin Moreci’s Registration & Firm History

TX

08/02/2022 - Present

Lido (Dallas TX)

CA

05/06/2020 - 07/28/2022

MORGAN STANLEY (Newport Beach CA)

CA

05/11/2019 - 05/04/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 07/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Scott Moreci.
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