Nicholas Sturgis
Advisor at LIDO
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LIDO
Location
Los Angeles, CA 90067
Credentials
CFA®, Series 63, Series 65
Industry experience
9 years
Client services
Based on LIDO
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Negotiated fixed fees for financial planning or family office services
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500 per hour for consultation/financial planning, negotiable fixed or percentage fees also possible
Performance-based fees charged by certain private funds and third-party managers; not charged on most accounts; fees vary and are disclosed in offering documents
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually)
Location
1875 Century Park East, Suite 950
Los Angeles, CA 90067
Most active in
Nicholas S has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Texas
Work history
Lido Advisors, LLC
2025 - Present (1 year)
Waverly Advisors, LLC
2023 - 2024 (1 year)
Paces Ferry Wealth Advisors
2022 - 2023 (1 year)
Invesco
2020 - 2022 (2 years)
John Hancock Distributors LLC
2017 - 2020 (3 years)
John Hancock
2017 - 2020 (3 years)
Uber
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Pacer Financial, Inc.
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Aaron K
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Joo Hong K
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
Max P
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Dominic W
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Mark G
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Joseph L
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
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