ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) January 2024
Colleen Elizabeth Kelly
Lido Advisors, LLC
Business Address
2101 Cedar Springs Road, Suite 650
Dallas, TX 75201
Phone: (972) 301-7950
Fax: (310) 288-1273
ckelly@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 Colleen Kelly 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 Colleen Kelly is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Colleen E. Kelly
Year of Birth: 1983
Educational Background
University of Texas, Dallas – Bachelor of Arts in Interdisciplinary Studies, 2011
Business Background
Lido Advisors, LLC, Investment Adviser Representative (8/2018 – Present)
Stifel Nicolaus, Registered Associate (6/2017 – 8/2018)
Wells Fargo Advisors, Registered Associate (8/2012 – 6/2017)
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. Ms. Kelly has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Ms. Kelly does not engage in other business activities outside of her position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Ms. Kelly 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.
Ms. Kelly’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.