Zachary Schneider has been an investment adviser representative at IDB Lido Wealth since June 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.
Zachary Schneider’s longest registration is the current one, 3 years at Lido since 2023.
- Idb Lido Wealth, LLCCurrent– present · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 322488
- LidoAlso current– present · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 269866
Investment adviser representative registrations
Zachary Schneider is registered as an investment adviser representative in 4 states. The first approvals date from May 2023; the most recent is Texas, in March 2024.
- CaliforniaSince 4 May 2023
- FloridaSince 30 May 2023
- New YorkSince 28 June 2023
- TexasSince 13 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Adam Schneider
- CRD
- 7668731
- 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
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Schneider work?
Zachary Schneider is an investment adviser representative registered through Idb Lido Wealth, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Schneider a financial advisor?
Yes. Zachary Schneider has a current investment-adviser registration in California, Florida, New York and Texas, through IDB Lido Wealth since June 2023.
How many years of experience does Zachary Schneider have?
Zachary Schneider has 3 years in the financial industry, since May 2023, across 2 adviser firms.
What exams has Zachary Schneider passed?
Zachary Schneider passed the Series 65 in May 2023.
Where is Zachary Schneider based?
Zachary Schneider’s registered office is in Los Angeles, CA.
Is Zachary Schneider registered with FINRA?
No. Zachary Schneider has no current broker registration.
How can I verify Zachary Schneider’s record?
Search CRD 7668731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Schneider’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