ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) January 2024
Anna Ackerman
Lido Advisors, LLC
Principal Business Address
1875 Century Park East, Suite 950
Los Angeles, CA 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
aackerman@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Anna Ackerman that supplements the Lido Advisors, LLC’s (“Lido”) Disclosure Brochure (Form ADV Part 2A). You should have received a copy of that Disclosure Brochure. Please contact our Chief Compliance Officer at (310) 278-8232 if you did not receive Lido Advisors, LLC’s Disclosure Brochure or if you have any questions about the contents of this supplement.
Additional information about Anna Ackerman is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Anna Ackerman
Year of Birth: 1978
Educational Background
Illinois State University – Bachelor of Arts in Communication Sciences and Disorders, 2000
St. Xavier University – Master of Science in Speech-Language Pathology, 2002
Business Background
Lido Advisors, LLC, Investment Adviser Representative (10/2021 – Present)
Shaveology, Founder/Co-Owner (8/2016 – Present)
Purity Labs, Founder/Co-Owner (1/2017 – 9/2023)
Shaveology, Founder/Co-Owner (08/2016 – Present)
BNY Mellon Wealth Management, Senior Wealth Director & Client Strategist (5/2017 – 04/2021)
Toshiba Medical Systems, Senior Account Executive/Sales (5/2013 – 5/2017)
ITEM 3: DISCIPLINARY INFORMATION
Lido is required to disclose all material facts regarding any legal or disciplinary event that would be material to your evaluation of each investment person providing advice to you. Anna Ackerman has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
In addition to her activities at Lido, Mrs. Ackerman is Founder and Co-Owner of Shaveology where she spends less than 5 hours a week outside of business hours.
ITEM 5: ADDITIONAL COMPENSATION
Outside of the typical and ordinary compensation earned from her employment at Lido, Anna Ackerman receives no compensation for her duties as a Founder and CoOwner of Shaveology.
ITEM 6: SUPERVISION
Generally, all client investment decisions are overseen by Jeff Garden, Chief Investment Officer and head of Lido’s Investment Committee. The Investment Committee meets periodically to discuss overall portfolio management decisions and strategies. In addition, Jason Ozur, Chief Executive Officer of Lido, is responsible for the general oversight of all investment advice given by its supervised persons.
Anna Ackerman’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
