Sagy Aseraf has been Director and Manager of IDB Lido Wealth since March 2023, is a control person of the firm and directly owns under 5% of it.
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.
No adviser firm registrations are on Sagy Aseraf’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 December 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 5581022
- Firm
- IDB Lido Wealth · CRD 322488
- Role
- Director and Manager
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sagy Aseraf work?
Sagy Aseraf has been Director and Manager of Idb Lido Wealth, LLC since March 2023, and is a control person of the firm.
Does Sagy Aseraf have a current investment-adviser registration?
Sagy Aseraf has a current broker registration and no current investment-adviser registration.
What exams has Sagy Aseraf passed?
Sagy Aseraf passed the Series 7 in December 2008. FINRA credited Sagy Aseraf with the SIE, which began in October 2018.
Is Sagy Aseraf registered with FINRA?
Yes. Sagy Aseraf has a current broker registration, under CRD 5581022.
Source: FINRA BrokerCheck
How can I verify Sagy Aseraf’s record?
Search CRD 5581022 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sagy Aseraf’s full registration record.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager