Scott Berman, CRPC®
Senior Vice President
Wealth Advisor
Scott Berman joined Lido Advisors in 2019. Scott leads Lido’s expansion in the Mid-Atlantic region. He is involved in sourcing clients from a wide range of programs as well as in the recruitment of additional advisors for the region. He comes to Lido from Maryland-based Coliseum Wealth Management (CWM), which he formed with a vision of helping clients achieve their financial goals with a trusted partner. As President of CWM, he provided strategic direction for the organization in addition to servicing his clients. Scott was previously with Ameriprise and American Express Financial Advisors in a variety of roles both leading teams and working with clients. Scott hails from Virginia Beach but has called the Washington, DC area home since 1994. Scott lives in Bethesda, MD, with his wife and three active sons. When they aren’t cheering on their boys at baseball games or taekwondo tournaments, they enjoy traveling and the outdoors. Scott holds a Bachelor of Science degree in Finance from George Mason University and a certificate in financial planning from Georgetown University. He is also a Chartered Retirement Planning Counselor® for the College for Financial Planning.
Privacy Overview
Cookies do not typically contain any information that personally identifies a user, but personal information that we store about You may be linked to the information stored in and obtained from Cookies. For further information on how We use, store and keep your personal data secure, see our Privacy Policy.
We do not store sensitive personal information, such as mailing addresses, account passwords, etc. in the Cookies We use.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions.
The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Cookies Policy:
- Company (referred to as either "the Company", "We", "Us" or "Our" in this Cookies Policy) refers to Lido Advisors, 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA 90067.
- You means the individual accessing or using the Website, or a company, or any legal entity on behalf of which such individual is accessing or using the Website, as applicable.
- Cookies means small files that are placed on Your computer, mobile device or any other device by a website, containing details of your browsing history on that website among its many uses.
- Website refers to Lido Advisors, accessible from www.lidoadvisors.com.
The use of the Cookies
Type of Cookies We Use
Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close your web browser.
We use both session and persistent Cookies for the purposes set out below: