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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

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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