Conner Dabish
Investment Adviser Representative at LIDO
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Conner Dabish is an investment adviser representative with LIDO in Ann Arbor, MI, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in California and Michigan.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Michigan
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.
- J.P. Morgan Securities LLCOct 2021 – Mar 2024Clinton Township, MI
- JPMorgan Chase Bank, N.A.Oct 2021 – Mar 2024Clinton Township, MI
- Plante MoranJan 2019 – Sep 2021Southfield, MI
- Wireless Revolution (Sprint)Mar 2017 – Mar 2020Farmington Hills, MI
- Midway Dental SupplyJul 2016 – Feb 2017Livonia, MI
- Erickson LivingDec 2014 – May 2017Novi, MI
- Lido Advisors, LLCApr 2024 – no end date reportedLos Angeles, CA
Official records & sources
Data as of August 9, 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
Similar advisors in Ann Arbor, MI
Other advisors whose filed branch office is in the same city.
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched