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 as an SEC-registered adviser with a registration year of 2026. The firm is owned by a combination of a domestic entity and an individual and is classified in the snapshot data as "unclassified." The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not flagged as a related adviser. The firm has not supplied descriptive details about its advisory services, client segments, fee schedules, or specific business lines in the provided data. The snapshot also marks the firm as not being a multi-state adviser and not a newly formed adviser; those flags sit alongside other basic registry data but without operational or product-level detail.
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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