Lido Securities, LLC
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 331956
- Registered since
- January 9, 2026
Firm profile
FINTRXOverview
Lido Securities, LLC is organized as a limited liability company. Public records provide only a brief snapshot of the firm: its owner type is listed as both a domestic entity and an individual, its regulatory classification is recorded as unclassified, and the snapshot records an SEC registration year of 2026. The profile indicates the firm is not designated as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm has supplied minimal detail about its advisory activities, fee structure, client segments, or manager allocation preferences. The available information does not describe investment process, target client types, or how services are delivered.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stacy Beattie
Chief Operating OfficerCRD 5401758
Contacts
3 of 4
Kathy Kuria
Compliance AnalystCRD 4004859

James Diehl
Senior Vice President, Senior Wealth AdvisorCRD 6222602

Leon Mimari
CCOCRD 5102749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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