David Haddad has been an investment adviser representative at IDB Lido Wealth since April 2023, and is not listed among the firm’s executive officers or direct owners.
Idb Lido Wealth, LLC is a New York, NY firm with $478M under management, 209 clients and 9 advisers across 3 offices, as of its July 2026 filing.
David Haddad’s longest registration is the current one, 4 years at Lido since 2022. Before joining IDB Lido Wealth in 2023, David Haddad was registered through Mosif Capital LLC.
- Idb Lido Wealth, LLCCurrent– present · 3 yearsNew York, NY · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 4 yearsNew York, NY · Adviser representative · Firm CRD 269866
- Mosif Capital LLC– · under a yearBrooklyn, NY · Adviser representative · Firm CRD 318587
Investment adviser representative registrations
David Haddad is registered as an investment adviser representative in 3 states. The first approvals date from August 2022; the most recent is Florida, in June 2023.
- CaliforniaSince 9 August 2022
- FloridaSince 26 June 2023
- New YorkSince 9 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Stephen Haddad
- CRD
- 7496973
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 477 MADISON AVENUE, 6TH FLOOR, New York, NY 10022
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does David Haddad work?
David Haddad is an investment adviser representative registered through Idb Lido Wealth, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Haddad a financial advisor?
Yes. David Haddad has a current investment-adviser registration in California, Florida and New York, through IDB Lido Wealth since April 2023.
How many years of experience does David Haddad have?
David Haddad has 4 years in the financial industry, since July 2022, across 3 adviser firms.
What exams has David Haddad passed?
David Haddad passed the Series 65 in January 2022.
Where did David Haddad work before IDB Lido Wealth?
Before IDB Lido Wealth, David Haddad was registered through Mosif Capital LLC, June 2022 to July 2022.
Where is David Haddad based?
David Haddad’s registered office is in New York, NY.
Is David Haddad registered with FINRA?
No. David Haddad has no current broker registration.
How can I verify David Haddad’s record?
Search CRD 7496973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Haddad’s full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager