ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Brandon Nie
Lido Advisors, LLC
Principal Office Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232,
Fax: (310) 278-8267
bnie@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Brandon Nie 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 Nie is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Brandon Nie
Year of Birth: 1996
Educational Background
University of California, Santa Barbara – Bachelor of Arts in Economics and Accounting, 2018
Business Background
Lido Advisors, LLC, Investment Adviser Representative (7/2022 – Present)
Bessemer Trust, Associate Client Advisor (6/2021 – 7/2022)
UBS Financial Services Inc., Associate (3/2019 – 6/2021)
SLC CPAS, Accountant (9/2018 – 3/2019)
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. Brandon Nie has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Brandon Nie does not engage in other business activities outside of her position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Brandon Nie has no additional compensation to disclose.
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. Nie’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
