Lido Securities, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
The Woodlands, Texas
CRD number
331956
Registered since
January 9, 2026

Firm profile

FINTRX

Overview

Lido Securities, LLC is organized as a limited liability company and is listed as SEC-registered in 2026. The firm's ownership is identified as a mix of a domestic entity and an individual. The public record provides minimal detail about the firm’s advisory services, fee schedule, client makeup or day-to-day business activities. Regulatory classifications supplied for the firm are limited: it is marked as unclassified and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is also marked as not being an active ESG investor and is not designated as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Leon Mimari

    Leon Mimari

    CCOCRD 5102749

  • Ivana Shumberg

    FinOpCRD 3167225

  • Kathy Kuria

    Kathy Kuria

    Compliance AnalystCRD 4004859

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

The Woodlands, TX

Montgomery

Location

The Woodlands, TX

Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
8111 Ashlane Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth