ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) March 2024
Brandon Heicklen
Lido Advisors, LLC
Principal Office Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232,
Fax: (310) 278-8267
bheicklen@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Brandon Heicklen that supplements 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 Brandon Heicklen is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Brandon Heicklen
Year of Birth: 1997
Educational Background
San Diego State University – Bachelor of Arts in Interdisciplinary Studies, 2020
San Diego State University – Master of Arts in Education, 2020
Business Background
Lido Advisors, LLC, Investment Adviser Representative (3/2024 – Present)
PWR Punting, Chief Executive Officer (8/2020 – Present)
Steel Peak Wealth Management, LLC, Wealth Advisor (9/2021 – 3/2024)
San Diego State University, Student (8/2017 – 8/2020)
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. Mr. Heicklen has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
In addition to his duties at Lido, Mr. Heicklen is a CEO of PWR Punting, a business that coaches high school and junior college football players to punt and kick a football. He spends approximately 10 hours per month outside of business hours performing these activities.
ITEM 5: ADDITIONAL COMPENSATION
In addition to his compensation for Lido duties, Mr. Heicklen is compensated for his duties as CEO of PWR Punting, which makes up less than 5% of his annual compensation.
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.
Mr. Heicklen’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
