Role at Lido Advisors
- Title on Schedule A
- Senior Managing Director & Chief Development Officer
- Control
- Alexandra Browne is a control person of Lido Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Alexandra Browne has held the filed role since June 2021.
The firm
Form ADV filed 27 August 2026
Career on record
Alexandra Browne has been registered through Lido Advisors since July 2015.
- Idb Lido Wealth, LLC– · under a yearDallas, TX · Adviser representative · Firm CRD 322488
- Lido Advisors– · 1 yearDallas, TX · Adviser representative · Firm CRD 119540
- Passed Series 65 · 2014
- Passed Series 3 · 2010
Registrations and exams
Alexandra Browne has a current investment-adviser registration in California, Connecticut, Florida, New York and Texas and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 3 July 2015 |
| Connecticut | Investment adviser representative | Approved | 2 December 2025 |
| Florida | Investment adviser representative | Approved | 5 June 2019 |
| New York | Investment adviser representative | Approved | 2 December 2025 |
| Texas | Investment adviser representative | Approved | 1 July 2015 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 October 2014 |
| Series 3 | National Commodity Futures Examination | 21 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
Individual record
- Full name
- Alexandra Marie Browne
- CRD
- 6397152
- Registration status
- Investment adviser registration
- Office
- 2101 Cedar Springs Road, Suite 650, Dallas, TX 75201
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Alexandra Browne is Lido’s Senior Managing Director and Chief Development Officer. She began as a senior healthcare industry consultant before moving to a boutique analytics firm. Lido Advisors official biography or announcement
Education
- B.A. in Genetics and Biochemistry, Texas A&MLido Advisors official biography or announcement
Common questions
Where does Alexandra Browne work?
Alexandra Browne has been Senior Managing Director & Chief Development Officer of Lido Advisors, LLC since June 2021, and is a control person of the firm.
Is Alexandra Browne a financial advisor?
Yes. Alexandra Browne has a current investment-adviser registration in California, Connecticut, Florida, New York and Texas, through Lido Advisors since July 2015, as of 18 October 2026.
How many years of experience does Alexandra Browne have?
Alexandra Browne has worked in the financial industry for 12 years as of 18 October 2026, counted from 8 October 2014, across 3 adviser firms.
What exams has Alexandra Browne passed?
Alexandra Browne has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in January 2010.
Where is Alexandra Browne based?
Alexandra Browne’s registered office is in Dallas, TX.
Leadership at Lido Advisors
- Jason OzurSenior Managing Director & Co-Chief Executive Officer
- Brian HaloossimPresident
- Daniel MarquisChief Financial Officer
- Stacy BeattieChief Operating Officer
- Elena RoChief Compliance Officer
- Jason LeeChief Legal Officer
- Kenneth SternSenior Managing Director & Co-CEO