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 and is listed in FINTRX as having registered with the SEC in 2026. Ownership is reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and flags it as not operating as a capital allocator. The snapshot also indicates the adviser is not identified as an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not marked as a related adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 3
Leon Mimari
CCOCRD 5102749
Ivana Shumberg
FinOpCRD 3167225
Kathy Kuria
Compliance AnalystCRD 4004859
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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