ITEM 1: COVER PAGE
BROCHURE SUPPLEMENT (Part 2B of Form ADV) January 2024
Evan Robert Levy
Lido Advisors, LLC
Principal Business Address
1875 Century Park East, Suite 950
Los Angeles, California 90067
Phone: (310) 278-8232
Fax: (310) 278-8267
elevy@lidoadvisors.com www.lidoadvisors.com
This brochure supplement provides information about Evan Levy that supplements the Lido Advisors, LLC’s (“Lido”) Disclosure Brochure (Form ADV Part 2A). You should have received a copy of that 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 Evan Levy is available on the SEC’s website atadviserinfo.sec.gov.
ITEM 2: EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Evan Robert Levy
Year of Birth: 1972
Educational Background
University of Colorado, Boulder – Bachelor of Science, Pre-Law, 1994
Loyola Law School – Juris Doctor, 1997
California Bar – Passed 1997, Currently Inactive
Certificate in Estate Planning, National Institute of Estate Planners, 2018
Business Background
Lido Advisors, LLC, Investment Adviser Representative (7/2015 – Present)
Lido Advisors, Inc., Investment Adviser Representative (6/2013 – 7/2015)
Law Offices of Donald Raich, Attorney (6/2005 – 6/2013)
Lewis Brisbois Bisgaard and Smith, Associate (7/2002 – 6/2005)
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. Levy has no information required to be disclosed under this Item.
ITEM 4: OTHER BUSINESS ACTIVITIES
Mr. Levy does not engage in other business activities outside of his position at Lido which represent a substantial source (i.e., more than 10%) of his time or income.
ITEM 5: ADDITIONAL COMPENSATION
Outside of the typical and ordinary compensation earned from his employment at Lido, Mr. Levy does receive an economic benefit from new business coming into the firm.
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. Evan Levy’s investment advice and employee activities are supervised by Mr. Ozur, who can be contacted at (310) 278-8232 orjozur@lidoadvisors.com.
