ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) December 2023
Davis Bell
Lido Advisors, LLC
Business Address
477 Madison Ave., 6th Floor
Manhattan, NY 10022
Phone: (973) 917-8898
Fax: (310) 278-8267
dbell@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 Davis Bell 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 Davis Bell is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Davis Bell
Year of Birth: 1998
Educational Background
Virginia Polytechnic Institute & State University – Bachelor of Science in Business
Major in Finance, CFP® Certification Education Option, 2021
Business Background
Lido Advisors, LLC, Investment Adviser Representative (5/2022 – Present)
Emissary Wealth, Financial Planning Associate (9/2021 – 5/2022)
Virginia Tech, Student (8/2017 – 5/2021)
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. Bell has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Bell does not engage in other business activities outside of his position at Lido.
ITEM 5: ADDITIONAL COMPENSATION
Mr. Bell 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. Bell’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.