ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Christopher G. Peterson
Lido Advisors, LLC
d/b/a Colorado Financial Management, A Lido Company
Business Address
3500 Lenox Road NE, Suite 1500
Atlanta, GA 30326
Phone: (310) 278-8232
Fax: (310) 388-1273
cpeterson@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 Peterson 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 Christopher Peterson is available on the SEC’s website at adviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Christopher G. Peterson
Year of Birth: 1988
Educational Background
University of Colorado, Colorado Springs – Bachelor of Science in Business Administration, 2011
Business Background
Lido Advisors, LLC, Investment Adviser Representative (1/2016 – Present)
Ken Stern & Associates, Regional Vice President (1/2016 – 12/2018)
Northwestern Mutual Services, LLC, Registered Representative (7/2012 – 12/2015)
Michael Torreano, Associate Agent (10/2011 – 12/2015)
Michael Torreano, Agent Assistant (10/2010 – 10/2011)
Kevin Francis Kaveny, Associate Agent (9/2010 – 12/2015)
Kevin Francis Kaveny, Agent Assistant (9/2010 – 10/2011)
ITEM 3: DISCIPLINARY INFORMATION
Lido is required to disclose all material facts regarding any legal or disciplinary event pertaining to the firm or its investment adviser representatives that would be material to your evaluation of each investment person providing advice to you. Mr. Peterson has no information relevant or required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Christopher Peterson does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Christopher Peterson 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. Peterson’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 or jozur@lidoadvisors.com.
