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 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

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

Unlock 1 more contacts

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