Griffin Morgan has been an investment adviser representative at IDB Lido Wealth since July 2024, 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.
Griffin Morgan’s longest registration is the current one, 2 years at Lido since 2024. Before joining IDB Lido Wealth in 2024, Griffin Morgan was registered through Masterworks Advisers, LLC and Arete Wealth Advisors, LLC.
- Idb Lido Wealth, LLCCurrent– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 2 yearsNew York, NY · Adviser representative · Firm CRD 269866
- Masterworks Advisers, LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 324239
- Arete Wealth Advisors, LLC– · 1 yearNew York, NY · Adviser representative · Firm CRD 145488
Investment adviser representative registrations
Griffin Morgan is registered as an investment adviser representative in 3 states. The first approvals date from May 2024; the most recent is New Jersey, in July 2024.
- CaliforniaSince 14 May 2024
- New JerseySince 18 July 2024
- New YorkSince 14 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 June 2022 |
| Series 7TO | General Securities Representative Examination | 24 November 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 October 2020 |
| SIE | Securities Industry Essentials Examination | 30 July 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Griffin W Morgan
- CRD
- 7306405
- Firm
- IDB Lido Wealth · CRD 322488
- Office
- 477 Madison Avenue, 6th Floor, New York, NY 10022
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Griffin Morgan work?
Griffin Morgan is an investment adviser representative registered through Idb Lido Wealth, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Griffin Morgan a financial advisor?
Yes. Griffin Morgan has a current investment-adviser registration in California, New Jersey and New York, through IDB Lido Wealth since July 2024.
How many years of experience does Griffin Morgan have?
Griffin Morgan has 5 years in the financial industry, since May 2021, across 4 adviser firms.
What exams has Griffin Morgan passed?
Griffin Morgan has passed 4 licensing exams: the SIE, Series 63, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2020.
Where did Griffin Morgan work before IDB Lido Wealth?
Before IDB Lido Wealth, Griffin Morgan was registered through Masterworks Advisers, LLC, June 2023 to December 2023; Arete Wealth Advisors, LLC, June 2022 to June 2023.
Where is Griffin Morgan based?
Griffin Morgan’s registered office is in New York, NY.
Is Griffin Morgan registered with FINRA?
No. Griffin Morgan has no current broker registration.
How can I verify Griffin Morgan’s record?
Search CRD 7306405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Griffin Morgan’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