Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney LLC, and Bernstein Private Wealth Management.
Lido serves a broad range of clients, including high-net-worth individuals, family offices, charitable organizations, and pension plans, offering investment management, financial planning, and integrated wealth-management services. The firm employs a diversified investment approach that includes equities, fixed income, alternatives, and tactical option strategies, and supports its advisory services with affiliated trust, tax, insurance, and brokerage entities.