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Lydia Blandy Gaylord

Wasatch Advisors LP

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About Lydia Blandy Gaylord

Lydia Gaylord Blandy is a Vice President of Institutional Business Development at Wasatch Advisors LP in Salt Lake City, Utah. Lydia has over 7 years of experience in the financial services industry. Lydia has a Series 7, Series 22, Series 63, and Series 65 licenses. She also holds the SIE designation. Prior to joining Wasatch Advisors, Lydia was an Investment Advisor Representative at FORESIDE FUND SERVICES, LLC and an Investment Advisor Representative at Ares Investor Services LLC. Lydia is a valuable asset to Wasatch Advisors and is committed to providing her clients with the highest level of service.

Firm Information

Lydia Gaylord is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

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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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.

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provide model portfolio data to clients

Provide model portfolio data to clients

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lydia Gaylord’s Registration & Firm History

UT

12/03/2021 - Present

Wasatch Advisors LP (Salt Lake City UT)

UT

09/20/2018 - 07/16/2021

FORESIDE FUND SERVICES, LLC (Salt Lake City UT)

CA

09/26/2017 - 08/27/2018

ARES INVESTOR SERVICES LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2017

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lydia Blandy Gaylord.
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