Peter S Lee
Financial advisor at Lido Advisors, LLC · Los Angeles, CA
Last updated 2026-10-10
Claim your profilePeter S Lee is a financial advisor at Lido Advisors, LLC in Los Angeles, CA, CRD 6147790. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-05-08.
Registration
- CRD number
- 6147790
- Registration status
- Active
- IAPD registration
- 2013-05-08
- Industry Experience
- 13 years
- Work Experience
- 14 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Analyst
Work history
- 2012-10 to 2017-12 · UBS · Century City, CA
- 2017-12 to 2025-01 · Avitas Wealth Management · Los Angeles, CA
- 2025-01 to Present · Lido Advisors, LLC · Los Angeles, CA
Current employment
- Lido · Los Angeles, CA
Lido Advisors, LLC
- Regulatory AUM
- $42,504,972,428
- Registered advisors
- 320
- Offices
- 47
- Clients per advisor
- 43.1 (Low)
- Average AUM per client
- $3.1M (Low)
- High-net-worth client ratio
- 71.2% (High)
Lido Advisors, LLC: advisors, services and reported ETF investments
About
Peter S Lee is a Chartered Financial Analyst financial advisor at Lido, operating as Lido Advisors, LLC in Los Angeles, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 14 years of reported work history. Reported roles include Lido Advisors, LLC, Avitas Wealth Management, UBS.
Lido Advisors, LLC's firm-level Form ADV reports 320 advisors across 47 offices; approximately 43.1 clients per advisor, average assets per client of $3,080,070, and regulatory AUM of $42.5B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $16B across 577 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Peter S Lee personally.
Reported ETF positions
Lido Advisors reports 577 ETF positions worth $16B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $3.1B |
| BSCR — Invesco BulletShares 2027 Corporate Bond ETF | $1.1B |
| BSCQ — Invesco BulletShares 2026 Corporate Bond ETF | $938.9M |
| FTEC — Fidelity MSCI Information Technology Index ETF | $573.8M |
| MYCH — State Street My2028 Corporate Bond ETF | $555.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Lido Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $280.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $280.8M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $6.9M | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $34.7M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Lido Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1875 Century Park East, Los Angeles, CA 90067
320 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-301-5436
- Website: lidoadvisors.com
Official record
Are you Peter S Lee?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.