ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Brennan Fontana
Lido Advisors, LLC
Business Address
3655 Nobel Drive, Suite 630
San Diego, CA 92122
Phone: (858) 485-0404
Fax: (858) 450-0686
bfontana@lidoadvisors.com
Principal Office Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232
Fax (310) 278-8267
www.lidoadvisors.com
This brochure supplement provides information about Brennan Fontana 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 Brennan Fontana is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Brennan Fontana
Year of Birth: 1988
Educational Background
Southern Methodist University – Bachelor of Science in Economics, 2010
Business Background
Lido Advisors, LLC, Investment Adviser Representative (8/2023 – Present)
eXp Realty, Real Estate Agent (3/2023 – 8/2023)
The Science of Flipping, Real Estate Director of Sales (2/2023 – 8/2023)
VestorPro, Real Estate Director of Sales (2/2022 – 12/2022)
Net Lease Realty Partners, Commercial Real Estate Agent (1/2022 – 10/2022)
NRE RE LLC, Director of Sales (11/2021 – 2/22)
Marcus & Millichap, Commercial Real Estate Agent (1/2021 – 1/2022)
Fortune Builders, Real Estate Agent (1/2020 – 10/2021)
Bank of America, N.A., Financial Advisor Trainee – FADP (7/2018 – 12/2019)
Merrill Lynch Pierce Fenner & Smith, Financial Advisor (2/2018 – 12/2019)
Westin Vacation Club, Sales Executive (5/2017 – 10/2017)
Fortune Builders, Advisor (2/2016 – 3/2017)
NFIB, Sales Representative (8/2015 – 12/2015)
Fortune Builders, Advisor (6/2013 – 1/2015)
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. Fontana has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Fontana does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Mr. Fontana 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. Fontana’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
