Brennan William Fontana
Investment Adviser Representative at LIDO
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brennan William Fontana is an investment adviser representative with LIDO in San Diego, CA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch Pierce Fenner & Smith.Feb 2018 – Dec 2019Frisco, TX
- Westin Vacation ClubMay 2017 – Oct 2017Lahaina, HI
- Fortune BuildersFeb 2016 – Mar 2017San Diego, CA
- UnemployedApr 2017 – May 2017San Diego, CA
- UnemployedDec 2017 – Feb 2018San Diego, CA
- BANK OF America, N.A.Jul 2018 – Dec 2019Frisco, TX
- FortuneBuildersJan 2020 – Oct 2021San Diego, CA
- Marcus & MillichapJan 2021 – Jan 2022Del Mar, CA
- Net Lease Realty PartnersJan 2022 – Oct 2022Encinitas, CA
- VestorProFeb 2022 – Dec 2022Encinitas, CA
- The Science of FlippingFeb 2023 – Aug 2023Encinitas, CA
- eXp RealtyMar 2023 – Aug 2023Encinitas, CA
- Lido Advisors, LLCAug 2023 – no end date reportedSan Diego, CA
- NRE RE LLCNov 2021 – Feb 2022Encinitas, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LIDO
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Primary - Under $2M1.25%
- Primary - $2M and higher1.00%
- Heritage Pegasus - Under $2M1.00%
- Heritage Pegasus - $2M to under $5M0.85%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial and estate planning, investment management, tax consulting and preparation, and trust services including trust administration, family governance, and philanthropic consulting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 318
- Offices listed on AdvisorFinder:
- 34
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-100433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at LIDO
Showing 12 of 318 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brennan William Fontana has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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