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Brian Haloossim

President at Lido Advisors

Investment adviser registrationLos Angeles, CASEC record checked 18 October 2026

23
Years in the industry
0
Years at the firm
3
Adviser firms
2
State registrations

IAPD record retrieved 18 October 2026SEC record

Brian Haloossim is President of Lido Advisors, LLC, a Los Angeles investment adviser managing $42.5B. Brian Haloossim has been registered through Lido Advisors since 7 May 2026, has 23 years in the industry across 3 firms and has passed 6 licensing exams.

Role at Lido Advisors

Title on Schedule A
President
Control
Brian Haloossim is a control person of Lido Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Brian Haloossim has held the filed role since April 2026.

The firm

Lido Advisors, LLC
Los Angeles, CA

Form ADV filed 27 August 2026

$42.5B AUM13,800 clients235 advisers66 offices

Career on record

Brian Haloossim has been registered through Lido Advisors since May 2026, and before that through Sanford C. Bernstein & Co., LLC.

Firms and exams, newest first
  1. LidoCurrent
    – present · under a year
    Los Angeles, CA · Adviser representative · Firm CRD 269866
  2. Passed SIE · 2018
  3. Sanford C. Bernstein & Co., LLC
    – · 1 year
    Los Angeles, CA · Adviser representative · Firm CRD 104474
  4. Passed Series 10 and Series 9 · 2007
  5. Passed Series 7, Series 66 and Series 31 · 2003
  6. Alliancebernstein L.p.
    – · 23 years
    Los Angeles, CA · Adviser representative · Firm CRD 108477

Registrations and exams

Brian Haloossim has a current investment-adviser registration in California and New York and has passed 6 qualifying exams.

California7 May 2026
Scope
Investment adviser representative
Status
Approved
New York7 May 2026
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6617 October 2003
Name
Uniform Combined State Law Examination
Series 96 September 2007
Name
General Securities Sales Supervisor - Options Module Examination
Series 1028 August 2007
Name
General Securities Sales Supervisor - General Module Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 3122 October 2003
Name
Futures Managed Funds Examination
Series 710 October 2003
Name
General Securities Representative Examination

Individual record

Full name
Brian Farzin Haloossim
CRD
4704812
Firm
Lido Advisors, LLC
Registration status
Investment adviser registration
Office
1875 CENTURY PARK EAST, SUITE 950, Los Angeles, CA 90067

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

Brian Haloossim is President of Lido Advisors. He spent 22 years at Bernstein Private Wealth Management and has a background in private wealth and M&A advisory. Lido Advisors official biography or announcement

Education

Common questions

Where does Brian Haloossim work?

Brian Haloossim has been President of Lido Advisors, LLC since April 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 August 2026

Is Brian Haloossim a financial advisor?

Yes. Brian Haloossim has a current investment-adviser registration in California and New York, through Lido Advisors since May 2026, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Brian Haloossim have?

Brian Haloossim has worked in the financial industry for 23 years as of 18 October 2026, counted from 12 October 2003, across 3 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Brian Haloossim passed?

Brian Haloossim has passed 6 licensing exams: the Series 7, Series 66, Series 31, Series 10, Series 9 and SIE. The earliest, the Series 7, was passed in October 2003.

Source: IAPD individual record, checked 18 October 2026

Where did Brian Haloossim work before Lido Advisors?

Before Lido Advisors, Brian Haloossim was registered through Sanford C. Bernstein & Co., LLC, February 2013 to September 2013.

Source: IAPD individual record, checked 18 October 2026

Where is Brian Haloossim based?

Brian Haloossim’s registered office is in Los Angeles, CA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Lido Advisors

Sources

  1. IAPD individual record, CRD 4704812. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Lido Advisors, LLC, filed 27 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Brian Haloossim or Lido Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.