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Daniel Marquis

Chief Financial Officer at Lido Advisors

Officer record from the firm’s Form ADVForm ADV filed 27 August 2026

Daniel Marquis is Chief Financial Officer of Lido Advisors, LLC, a Los Angeles investment adviser.

Role at Lido Advisors

Title on Schedule A
Chief Financial Officer
Control
Daniel Marquis is not a control person of Lido Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Daniel Marquis has held the filed role since June 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

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Daniel Marquis is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Daniel Marquis
CRD
2516580
Firm
Lido Advisors, LLC
Record basis
Form ADV officer listing

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

Lido announced Dan Marquis as Chief Financial Officer in June 2026. He previously led FP&A and Capital Markets at Carson Group and founded Metronome Financial. Lido Advisors official biography or announcement

Education

Credentials and memberships

Common questions

Where does Daniel Marquis work?

Daniel Marquis has been Chief Financial Officer of Lido Advisors, LLC since June 2026.

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

Is Daniel Marquis a CFA charterholder?

Lido Advisors lists Daniel Marquis with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.

Source: Lido Advisors official biography or announcement

Leadership at Lido Advisors

Sources

  1. IAPD individual lookup, CRD 2516580. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Lido Advisors, LLC, filed 27 August 2026. Title, control and ownership bands.

Retrieved 17 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 Daniel Marquis or Lido Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.