Lido Advisors LLC Employee Directory

Q: What is Lido Advisors LLC known for?

Lido Advisors LLC was founded in 1975. Lido Advisors LLC operates in the Financial Services industry.

Q: How many employees does Lido Advisors LLC have currently?

Lido Advisors LLC has approximately 12 employees.

Financial ServicesOhio, United States11-50 Employees

With Shore Morgan Young Wealth Strategies, our clients receive the best of two worlds; the experience and vast resources of a long-standing financial institution, and the individual service that comes from having a personal financial advocate. Build, Preserve, and Enjoy!

Find Lido Advisors LLC employees' phone numbers or email addresses

Lido Advisors LLC Global Highlights

North America
11

United States Of America
11

Lido Advisors LLC's Leadership

W. N.
Controller
Mobile Phone
Email
S. S.
Senior Associate, Private Client Services
Mobile Phone
Email

Lido Advisors LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Finance
Sales
Administrative
Other

Contact profiles from Lido Advisors LLC

Name

Title

Contact Info

Location

Last Update

W. N.
Controller
Mobile Phone
Email
Oct 23, 2024
S. S.
Senior Associate, Private Client Services
Mobile Phone
Email
United StatesColorado
Nov 13, 2025

Frequently Asked Questions

What is Lido Advisors LLC known for?

Lido Advisors LLC was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 29 South High Street a New Albany, Ohio 43054 United States; you can contact the main corporate office by phone at

+1-800-288-****

. Explore Lido Advisors LLC's company overview page for more information.

What is Lido Advisors LLC's most common email format?

Lido Advisors LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lido Advisors LLC email formats with LeadIQ.

How many employees does Lido Advisors LLC have currently?

Lido Advisors LLC has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lido Advisors LLC's key employees and leadership?

As of February 2026, Lido Advisors LLC's key employees include:

Controller: W. N.
Senior Associate, Private Client Services: S. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.