ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Christopher Michael Lagudis
Lido Advisors, LLC
d/b/a Colorado Financial Management, A Lido Company
Business Address
3033 East First Avenue, Suite 408
Denver, CO 80206
Phone: (720) 726-3559
Fax: (303) 443-0254
clagudis@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 Christopher Lagudis that supplements the Lido Advisors, LLC (“Lido”) d/b/a Colorado Financial Management, A Lido Company’s 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 LidoAdvisors, LLC d/b/a Colorado Financial Management, A Lido Company’s Disclosure Brochure or if you have any questions about the contents of this supplement.
Additional information about Christopher Lagudis is available on the SEC’s website at adviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Christopher Lagudis
Year of Birth: 1957
Educational Background
University of California, Los Angeles – Bachelor of Arts in Economics, 1979
Business Background
Lido Advisors, LLC d/b/a Colorado Financial Management, A Lido Co., Investment Adviser Representative (2/2023 – Present)
Sargent-Bickham, Vice President, Account Executive (12/1998 – 2/2023)
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. Christopher Lagudis has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Christopher Lagudis does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Christopher Lagudis 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. Lagudis’ investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 or jozur@lidoadvisors.com.
