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Conner Dabish

Investment Adviser Representative at LIDO

Ann Arbor, MICRD #7461511Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaMichigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/3/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 1/21/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/10/2022
SIE
Securities Industry Essentials Examination
Passed 11/16/2021

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
6/3/2024Ann Arbor, MI
J.P. MORGAN SECURITIES LLC
1/10/20223/23/2024New York, NY

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. Conner Dabish 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.

Conner Dabish - Financial Advisor in Ann Arbor, MI | AdvisorFinder