Blair Buick is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. His prior experience includes roles at Innofovate LLC, The Renaissance Companies, Nicholas-Applegate Capital Management LLC, Green Street Trading, LLC, and LPL Financial. He holds a Series 66 license.
Lido serves a diverse client base including high-net-worth individuals, family offices, trusts, charitable organizations, corporations, and pension plans. The firm employs an integrated wealth-management approach, combining traditional advisory services with affiliated capabilities such as in-house trust companies, tax, insurance, and brokerage services, while managing approximately $42.5 billion in regulatory assets.