AdFi
BG

Brian Glenn Blackwell

Investment Adviser Representative at LIDO

Atlanta, GACRD #5243555Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
4 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaFloridaGeorgiaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/8/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/27/2007
Series 24
General Securities Principal Examination
Passed 5/21/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Primary - Under $2M1.25%
Primary - $2M and higher1.00%
Heritage Pegasus - Under $2M1.00%
Heritage Pegasus - $2M to under $5M0.85%
Heritage Pegasus - $5M to under $10M0.75%
Heritage Pegasus - $10M to under $15M0.70%
Heritage Pegasus - $15M to under $20M0.65%
Heritage Pegasus - $20M to under $25M0.60%
Heritage Pegasus - $25M to under $40M0.50%
Heritage Pegasus - $40M to under $50M0.45%
Heritage Pegasus - $50M to under $75M0.40%
Heritage Pegasus - $75M or more0.35%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

LIDO Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LIDOCurrent
1/25/2023Atlanta, GA
SPOTLIGHT ASSET GROUP
2/4/20211/13/2023Marietta, GA
LPL FINANCIAL LLC
5/8/20171/6/2021Atlanta, GA
STRATEGIC ADVISERS, INC.
6/17/20088/1/2016Dunwoody, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Glenn Blackwell 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.

Brian Glenn Blackwell - Financial Advisor in Atlanta, GA | AdvisorFinder