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 SEC-registered in 2026. The firm's ownership is listed as a combination of a domestic entity and an individual. Its regulatory classification is noted as unclassified. According to the FINTRX snapshot, Lido Securities does not identify itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. Public-facing details on the firm’s client segments, fee schedule, specific business lines, and advisory activities are not provided in the FINTRX entry. The available data points are limited to the high-level registry and status flags rather than investment strategies, target client profiles, or product offerings.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Leon Mimari

    Leon Mimari

    CCOCRD 5102749

  • Ivana Shumberg

    FinOpCRD 3167225

  • Kathy Kuria

    Kathy Kuria

    Compliance AnalystCRD 4004859

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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