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 recorded as having registered with the SEC in 2026. Reported ownership includes both a domestic entity and an individual. The firm's regulatory classification is listed as unclassified. Available disclosures are minimal. The firm is not identified as a capital allocator, does not report activity as an ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. Information about business activities, advisory services, client segments, fee structure, and affiliations was not provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • LEON MIMARI

    CCOCRD 5102749

  • IVANA SHUMBERG

    FinOpCRD 3167225

  • KATHY KURIA

    Compliance AnalystCRD 4004859

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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