Lido Securities, LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
5
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. 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

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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

Owners & executives

1 of 1
  • Stacy Beattie

    Stacy Beattie

    Chief Operating OfficerCRD 5401758

Contacts

3 of 4
  • Kathy Kuria

    Kathy Kuria

    Compliance AnalystCRD 4004859

  • James Diehl

    James Diehl

    Senior Vice President, Senior Wealth AdvisorCRD 6222602

  • Leon Mimari

    Leon Mimari

    CCOCRD 5102749

Unlock 1 more contacts

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