Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadav? Claim Your ProfileNadav Schwartz is an investment advisor representative at IDB Lido Wealth, LLC. Nadav is licensed to provide investment advice in California, Florida, New Jersey, and New York. Nadav has been in the financial services industry since 2012. Prior to joining IDB Lido Wealth, LLC, Nadav worked at Sanford C. Bernstein & Co., LLC, UBS Financial Services Inc., and Credit Suisse Securities (USA) LLC. Nadav holds the Series 7, Series 31, Series 63, and Series 65 licenses. Nadav specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Family office services
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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2
NY
12/15/2023 - Present
IDB Lido Wealth, LLC (NEW YORK NY)
NY
10/18/2019 - 08/13/2021
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
11/24/2015 - 04/09/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/12/2012 - 12/18/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 11/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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