Blog Archives

Lido Advisors Honored as “The Most Influential Wealth Managers in Los Angeles”

  Three senior executives included in Los Angeles Business Journal’s annual list. LOS ANGELES – August 16, 2018 – Lido Advisors today announced that three members of its leadership team were included in the Los Angeles Business Journal’s list of “The Most Influential Wealth Managers in Los Angeles.” Lido Advisors

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Lido Advisors Ranked Among Fifth Annual FT 300 Top Registered Investment Advisers List

  LOS ANGELES –July 2, 2018 — Lido Advisors, LLC today announced that the firm was ranked among the Financial Times’ 300 Top Registered Investment Advisers (FT 300) list. The ranking, now in its fifth year, includes advisers from 38 states and Washington, D.C.  Lido Advisors is one of just

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Gregory Kushner accepted into Forbes Finance Council

Gregory Kushner, CEO of Lido Advisors, LLC has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms. Greg joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful

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Lido Advisors named as one of the “Top 10 Financial Advisors in Los Angeles” by SmartAsset.com

SmartAsset.com’s review was conducted based on a number of factors, including, total assets under management and lack of any client complaints or adverse regulatory history.  SmartAsset.com noted Lido’s Assets Under Management was $1.7 billion in 2016; we have grown to $2.7 billion in 2017.  Source:  “Top Financial Advisors in Los

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3 Lido Advisors Win Five Star Wealth Manager

Published 11.14.2017 Lido Advisors, LLC is proud to annouce that Senior Managing Director & Chairman Greg Kushner, Senior Managing Director Jason Ozur and Senior Managing Director Jeffrey Westheimer have been named Five Star Wealth Manager Award recipients. This is Mr. Kushner’s seventh consecutive year, Mr. Westheimer’s fifth consecutive year being

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Greg Kushner was awarded the Five Star Wealth Manager Award 2012, 2013, and 2014

For important disclosures regarding these awards, please click here!   Read more about CEO Greg Kushner’s notable recipient of this honor three years in a row!