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 having SEC registration in 2026. Ownership is indicated as a combination of a domestic entity and an individual, and the firm is not placed into a specific FINTRX classification. The profile shows Lido Securities does not act as a capital allocator, does not self-identify as an active ESG investor, and is not designated as a pension consultant or a related adviser. It is also flagged as not a multi-state adviser and not a newly formed adviser. Public disclosures about the firm's advisory activities, fee model, client types, or investment focus are not provided in the source data.
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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