Kelly Nicole Oliver
Advisor at Lido — Los Angeles, CA Century Park East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
7 years
Location
Los Angeles, CA 90067
Lido
Enterprise
Kelly Oliver is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Lido Advisors, LLC. Her prior experience includes roles at XPS Capital LLC, Purshe Kaplan Sterling Investments, Cope Corrales, and Chevy Chase Trust. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, trusts, and charitable organizations, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach balancing various asset classes and manages approximately $42.5 billion in regulatory assets.
Based on Lido
Based on Lido
Fixed fees negotiated with certain ultra-high-net-worth clients or for financial planning services
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500/hour, negotiable fixed rates or percentage-based fees for financial planning and consultation services
Certain Lido Private Funds charge performance-based fees; other fees may be assessed at underlying private fund manager level
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment
Los Angeles, CA Century Park East
1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
314
California · District of Columbia · Florida · Maryland · Texas
7 years of industry experience
Lido Advisors, LLC
2023 - Present • 3 years
Bethesda, MD
XPS Capital LLC
2022 - 2022 • 1 year
Washington, DC
Purshe Kaplan Sterling Investments
2020 - 2022 • 2 years
Albany, NY
Cope Corrales
2020 - 2022 • 2 years
Washington, DC
Jarred Bunch Consulting LLC
2020 - 2021 • 1 year
Indianapolis, IN
Chevy Chase Trust
2019 - 2020 • 1 year
Bethesda, MD
Unemployed
2018 - 2018 • 1 year
Washington, DC
The Park at Fourteenth
2018 - 2020 • 2 years
Washington, DC
Northwestern Mutual Investment Services LLC
2018 - 2018 • 1 year
Washington, DC
Northwestern Mutual Life Insurance Company
2016 - 2018 • 2 years
Milwaukee, WI
Student
2004 - 2017 • 13 years
Tallahassee, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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