ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Callum Harris
Lido Advisors, LLC
Business Address
2101 Cedar Springs Road, Suite 650
Dallas, TX 75201
Phone: (214) 480-4353
Fax: (310) 388-1273
charris@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 Callum Harris 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 Callum Harris is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Callum Harris
Year of Birth: 1995
Educational Background
Texas A&M University, Bachelor of Business Administration in Finance, 2017
Business Background
Lido Advisors, LLC, Investment Adviser Representative (3/2021 – Present)
Goldman Sachs, Relationship Manager (9/2019 – 3/2021)
United Capital Financial Advisers, LLC, Guidance Specialist (11/2017 – 9/2019)
United Capital Financial Advisers, LLC, Advisory Service Associate (6/2017 –11/2017)
Northwestern Mutual, Financial Representative Intern (6/2016 – 10/2016)
Wells Fargo, N.A., Account Management Intern (5/2015 – 8/2015)
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. Harris has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Callum Harris does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Callum Harris 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. Harris’ investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
