Gregory Kushner has been an investment adviser representative at IDB Lido Wealth since June 2024, and is not listed among the firm’s executive officers or direct owners. Gregory Kushner holds a B.S. in Business Administration from the University of Southern California.
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.
Greg Kushner is Senior Managing Director at Lido Advisors, based in Los Angeles. He joined Lido in 1999 and works on investments and strategy for ultra-high net-worth investors and family offices, including multi-generational planning. In 1995 he founded Lido Consulting to work with family offices on wealth management practices.
Gregory Kushner’s longest registration was 14 years at Lido Advisors (2001–2015). Before joining IDB Lido Wealth in 2024, Gregory Kushner was registered through Lido Advisors.
- Idb Lido Wealth, LLCCurrent– present · 2 yearsLos Angeles, CA · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 11 yearsLos Angeles, CA · Adviser representative · Firm CRD 269866
- Lido Advisors– · 14 yearsBeverly Hills, CA · Adviser representative · Firm CRD 119540
Investment adviser representative registrations
Gregory Kushner is registered as an investment adviser representative in 5 states. The first approvals date from July 2015; the most recent is New Jersey, in February 2025.
- CaliforniaSince 1 July 2015
- FloridaSince 20 June 2024
- New JerseySince 28 February 2025
- New YorkSince 12 June 2024
- TexasSince 1 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2013 |
| Series 24 | General Securities Principal Examination | 27 March 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 1995 |
| Series 7 | General Securities Representative Examination | 17 August 1995 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Paul Kushner
- CRD
- 2649890
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 1875 Century Park East, Suite 950, Los Angeles, CA 90067
- Registration
- Investment adviser registration
- In the industry since
- September 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idblidowealth.com
Where does Gregory Kushner work?
Gregory Kushner is an investment adviser representative registered through Idb Lido Wealth, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Kushner a financial advisor?
Yes. Gregory Kushner has a current investment-adviser registration in California, Florida, New Jersey, New York and Texas, through IDB Lido Wealth since June 2024.
How many years of experience does Gregory Kushner have?
Gregory Kushner has 31 years in the financial industry, since September 1995, across 3 adviser firms.
What exams has Gregory Kushner passed?
Gregory Kushner has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 99TO. The earliest, the Series 7, was passed in August 1995. FINRA credited Gregory Kushner with the SIE, which began in October 2018.
Where did Gregory Kushner work before IDB Lido Wealth?
Before IDB Lido Wealth, Gregory Kushner was registered through Lido Advisors, June 2001 to July 2015.
Where is Gregory Kushner based?
Gregory Kushner’s registered office is in Los Angeles, CA.
Is Gregory Kushner registered with FINRA?
No. Gregory Kushner has no current broker registration.
How can I verify Gregory Kushner’s record?
Search CRD 2649890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Kushner’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